+954.4%
VTI vs IONS
+391.8%
+562.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | +0.6% | -5.3% | +5.9% | +1.3% |
| 30D | -1.1% | +0.3% | -1.4% | -1.2% |
| 3M | +3.9% | -22.9% | +26.8% | +6.6% |
| 6M | +14.6% | -23.4% | +38.0% | +17.7% |
| YTD | +13.3% | -28.3% | +41.6% | +17.2% |
| 1Y | +19.2% | -7.0% | +26.2% | +18.8% |
| 3Y | +77.4% | +37.6% | +39.8% | +63.4% |
| 5Y | +74.0% | +53.4% | +20.6% | +55.1% |
| 10Y | +294.6% | +83.9% | +210.7% | +226.3% |
| All | +954.4% | +391.8% | +562.5% | +520.1% |
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 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