+294.5%
VTI vs IONS
+92.6%
+201.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.5% |
| 7D | -2.0% | -4.3% | +2.2% | -1.4% |
| 30D | -1.9% | +0.4% | -2.4% | -2.1% |
| 3M | +4.5% | -24.1% | +28.6% | +7.9% |
| 6M | +12.6% | -26.4% | +39.0% | +16.6% |
| YTD | +12.0% | -29.7% | +41.7% | +16.7% |
| 1Y | +17.3% | -13.0% | +30.4% | +18.0% |
| 3Y | +75.3% | +35.0% | +40.3% | +58.4% |
| 5Y | +74.0% | +54.2% | +19.8% | +50.0% |
| All | +294.5% | +92.6% | +201.9% | +233.1% |
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