+14.1%
VUG vs IONS
-7.3%
+21.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.3% |
| 7D | +0.9% | -5.3% | +6.2% | +1.0% |
| 30D | -1.4% | +0.3% | -1.7% | -1.5% |
| 3M | +2.3% | -22.9% | +25.2% | +1.7% |
| 6M | +15.7% | -23.4% | +39.1% | +15.0% |
| YTD | +8.6% | -28.3% | +36.9% | +8.3% |
| 1Y | +14.1% | -7.0% | +21.1% | +14.5% |
| All | +14.1% | -7.3% | +21.4% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling