+80.6%
VTV vs IONS
+52.5%
+28.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.4% |
| 6M | +12.9% | -25.7% | +38.5% | +15.2% |
| YTD | +18.5% | -29.2% | +47.7% | +21.4% |
| 1Y | +25.3% | -13.0% | +38.3% | +25.7% |
| 3Y | +68.2% | +35.9% | +32.3% | +56.8% |
| 5Y | +80.6% | +54.5% | +26.1% | +64.2% |
| All | +80.6% | +52.5% | +28.1% | +64.2% |
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