+1.2%
VTEB vs IONS
+50.3%
-49.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +2.9% | +0.4% |
| 7D | -0.9% | -6.7% | +5.8% | -0.9% |
| 30D | -2.5% | -4.1% | +1.6% | -2.5% |
| 3M | -3.0% | -26.6% | +23.6% | -2.8% |
| 6M | -2.1% | -27.5% | +25.4% | -2.0% |
| YTD | -1.5% | -31.5% | +30.0% | -1.3% |
| 1Y | +0.2% | -15.3% | +15.5% | +0.2% |
| 3Y | +8.6% | +31.3% | -22.7% | +8.0% |
| All | +1.2% | +50.3% | -49.1% | +0.8% |
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 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