+213.7%
VT vs IONS
+17.3%
+196.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -2.3% | -9.4% | +7.1% | -1.0% |
| 30D | -5.0% | -10.7% | +5.8% | -3.5% |
| 3M | -4.9% | -27.7% | +22.8% | -0.9% |
| 6M | -1.5% | -48.7% | +47.2% | +6.7% |
| YTD | +8.5% | -50.2% | +58.7% | +17.8% |
| 1Y | +11.4% | -46.8% | +58.2% | +19.7% |
| 3Y | +70.1% | -14.8% | +84.9% | +65.8% |
| 5Y | +53.7% | +17.0% | +36.7% | +39.2% |
| All | +213.7% | +17.3% | +196.4% | +191.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling