+87.1%
VTRS vs IONS
+31.9%
+55.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.1% |
| 7D | -2.2% | -6.7% | +4.5% | -1.3% |
| 30D | +3.3% | -4.1% | +7.4% | +3.9% |
| 3M | +2.0% | -26.6% | +28.6% | +5.6% |
| 6M | +19.9% | -27.5% | +47.5% | +24.3% |
| YTD | +35.7% | -31.5% | +67.2% | +41.5% |
| 1Y | +68.1% | -15.3% | +83.4% | +70.9% |
| 3Y | +87.1% | +31.3% | +55.8% | +74.0% |
| All | +87.1% | +31.9% | +55.2% | +74.0% |
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