+1,466.8%
VTR vs IONS
+81.6%
+1,385.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -1.5% |
| 7D | +0.2% | -26.3% | +26.5% | +3.2% |
| 30D | +5.5% | -31.9% | +37.4% | +9.5% |
| 3M | -0.9% | -48.0% | +47.1% | +5.8% |
| 6M | -0.4% | -62.6% | +62.1% | +9.8% |
| YTD | +17.0% | -63.3% | +80.3% | +29.1% |
| 1Y | +18.0% | -58.4% | +76.3% | +28.3% |
| 3Y | +127.4% | -38.2% | +165.6% | +131.1% |
| 5Y | +92.3% | -11.1% | +103.4% | +83.8% |
| 10Y | +129.6% | -31.7% | +161.3% | +118.0% |
| All | +1,466.8% | +81.6% | +1,385.2% | +1,003.9% |
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