-32.0%
VST vs IONS
-47.1%
+15.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.6% | +9.0% | +10.4% |
| 7D | -9.8% | -9.4% | -0.4% | -9.2% |
| 30D | -25.1% | -10.7% | -14.4% | -24.6% |
| 3M | -11.6% | -27.7% | +16.1% | -10.6% |
| 6M | -20.9% | -48.7% | +27.8% | -21.5% |
| YTD | -22.3% | -50.2% | +27.9% | -23.6% |
| 1Y | -32.0% | -46.8% | +14.8% | -33.8% |
| All | -32.0% | -47.1% | +15.1% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling