+367.1%
VT vs IONS
+190.9%
+176.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.8% |
| 7D | -0.3% | -10.6% | +10.3% | +1.4% |
| 30D | -1.4% | -7.7% | +6.3% | -0.3% |
| 3M | -1.4% | -27.1% | +25.7% | +3.2% |
| 6M | +5.5% | -46.8% | +52.3% | +14.9% |
| YTD | +12.8% | -49.2% | +62.1% | +23.6% |
| 1Y | +15.4% | -44.9% | +60.3% | +24.6% |
| 3Y | +76.9% | -14.9% | +91.8% | +72.7% |
| 5Y | +60.4% | +15.9% | +44.5% | +45.1% |
| 10Y | +232.8% | +48.0% | +184.8% | +167.4% |
| All | +367.1% | +190.9% | +176.1% | +129.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling