+92.9%
VTR vs IONS
-11.8%
+104.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -1.3% |
| 7D | +0.2% | -26.3% | +26.5% | +2.1% |
| 30D | +5.5% | -31.9% | +37.4% | +8.1% |
| 3M | -0.9% | -48.0% | +47.1% | +3.7% |
| 6M | -0.4% | -62.6% | +62.1% | +6.7% |
| YTD | +17.0% | -63.3% | +80.3% | +25.4% |
| 1Y | +18.0% | -58.4% | +76.3% | +25.1% |
| 3Y | +127.4% | -38.2% | +165.6% | +129.9% |
| All | +92.9% | -11.8% | +104.8% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling