+67.8%
VTV vs IONS
+36.3%
+31.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | -0.7% | -8.7% | +8.0% | -0.1% |
| 30D | -0.5% | -1.6% | +1.1% | -0.4% |
| 3M | +5.3% | -24.9% | +30.2% | +6.9% |
| 6M | +12.9% | -25.7% | +38.5% | +14.6% |
| YTD | +18.5% | -29.2% | +47.7% | +20.6% |
| 1Y | +25.3% | -13.0% | +38.3% | +25.6% |
| All | +67.8% | +36.3% | +31.5% | +59.1% |
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