+128.1%
VTR vs IONS
+36.3%
+91.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | -2.9% | -8.7% | +5.7% | -2.4% |
| 30D | -2.8% | -1.6% | -1.2% | -2.7% |
| 3M | +9.0% | -24.9% | +33.9% | +10.5% |
| 6M | +5.0% | -25.7% | +30.6% | +6.5% |
| YTD | +16.9% | -29.2% | +46.1% | +18.8% |
| 1Y | +34.3% | -13.0% | +47.3% | +35.1% |
| All | +128.1% | +36.3% | +91.9% | +123.6% |
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