+78.9%
VTI vs IONS
-38.5%
+117.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | -0.7% | -29.4% | +28.7% | +1.6% |
| 30D | -1.9% | -35.1% | +33.2% | +1.1% |
| 3M | -1.4% | -48.9% | +47.4% | +3.5% |
| 6M | +3.5% | -62.4% | +65.9% | +10.9% |
| YTD | +12.6% | -64.2% | +76.8% | +21.1% |
| 1Y | +12.7% | -60.9% | +73.6% | +20.2% |
| All | +78.9% | -38.5% | +117.4% | +72.7% |
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 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