+582.6%
VTRS vs IONS
+427.5%
+155.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.3% |
| 7D | -0.1% | -5.3% | +5.2% | +0.5% |
| 30D | +1.9% | +0.3% | +1.6% | +1.8% |
| 3M | +5.1% | -22.9% | +27.9% | +7.8% |
| 6M | +20.1% | -23.4% | +43.5% | +23.2% |
| YTD | +36.6% | -28.3% | +64.9% | +41.2% |
| 1Y | +64.1% | -7.0% | +71.1% | +64.3% |
| 3Y | +86.4% | +37.6% | +48.7% | +74.3% |
| 5Y | +40.9% | +53.4% | -12.5% | +27.5% |
| 10Y | -48.7% | +83.9% | -132.7% | -56.4% |
| All | +582.6% | +427.5% | +155.1% | +274.9% |
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