+69.7%
VT vs IONS
-17.7%
+87.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.7% | -3.8% |
| 7D | -4.2% | -12.6% | +8.4% | -3.1% |
| 30D | -5.8% | -11.8% | +6.0% | -4.9% |
| 3M | -5.2% | -28.4% | +23.2% | -2.8% |
| 6M | +0.1% | -48.4% | +48.6% | +4.8% |
| YTD | +8.2% | -51.0% | +59.2% | +13.7% |
| 1Y | +10.1% | -48.0% | +58.2% | +15.0% |
| All | +69.7% | -17.7% | +87.4% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling