+1,481.1%
VTR vs IONS
+263.1%
+1,218.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -1.7% | -4.8% | +3.2% | -1.1% |
| 30D | -2.4% | +7.2% | -9.6% | -3.2% |
| 3M | +14.8% | -22.7% | +37.5% | +17.5% |
| 6M | +5.3% | -26.9% | +32.2% | +8.4% |
| YTD | +18.1% | -26.6% | +44.7% | +21.4% |
| 1Y | +36.7% | -2.1% | +38.8% | +35.8% |
| 3Y | +130.1% | +43.4% | +86.6% | +113.6% |
| 5Y | +89.5% | +47.0% | +42.5% | +72.0% |
| 10Y | +87.4% | +97.2% | -9.8% | +58.1% |
| All | +1,481.1% | +263.1% | +1,218.0% | +937.5% |
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