+943.1%
VTI vs IONS
+136.9%
+806.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | 0.0% |
| 7D | +3.4% | -29.6% | +33.0% | +7.6% |
| 30D | -2.3% | -35.6% | +33.3% | +2.9% |
| 3M | -2.2% | -51.7% | +49.5% | +6.8% |
| 6M | +3.3% | -64.0% | +67.3% | +16.2% |
| YTD | +12.1% | -65.5% | +77.6% | +26.7% |
| 1Y | +12.2% | -62.4% | +74.6% | +25.3% |
| 3Y | +78.0% | -41.1% | +119.1% | +82.6% |
| 5Y | +65.2% | -16.5% | +81.7% | +58.7% |
| 10Y | +292.2% | -35.8% | +328.0% | +271.3% |
| All | +943.1% | +136.9% | +806.3% | +570.2% |
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