+588.9%
VST vs IONS
+17.1%
+571.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.6% | +9.0% | +10.3% |
| 7D | -9.8% | -9.4% | -0.4% | -8.5% |
| 30D | -25.1% | -10.7% | -14.4% | -24.0% |
| 3M | -11.6% | -27.7% | +16.1% | -7.8% |
| 6M | -20.9% | -48.7% | +27.8% | -14.5% |
| YTD | -22.3% | -50.2% | +27.9% | -16.0% |
| 1Y | -32.0% | -46.8% | +14.8% | -27.3% |
| 3Y | +262.4% | -14.8% | +277.2% | +243.7% |
| All | +588.9% | +17.1% | +571.8% | +502.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling