+46.5%
VTRS vs IONS
+53.9%
-7.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | -3.3% | -4.3% | +1.0% | -2.8% |
| 30D | +1.4% | +0.4% | +1.0% | +1.3% |
| 3M | +4.6% | -24.1% | +28.7% | +7.7% |
| 6M | +18.1% | -26.4% | +44.5% | +22.0% |
| YTD | +34.7% | -29.7% | +64.3% | +39.8% |
| 1Y | +65.6% | -13.0% | +78.7% | +67.6% |
| 3Y | +83.8% | +35.0% | +48.7% | +71.0% |
| 5Y | +46.5% | +54.2% | -7.7% | +34.7% |
| All | +46.5% | +53.9% | -7.5% | +34.7% |
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