+77.9%
VUG vs IONS
-36.9%
+114.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.3% | -1.4% |
| 7D | +2.5% | -26.3% | +28.8% | +4.6% |
| 30D | -6.3% | -31.9% | +25.7% | -3.7% |
| 3M | -6.0% | -48.0% | +42.0% | -1.3% |
| 6M | -3.5% | -62.6% | +59.0% | +3.6% |
| YTD | +3.9% | -63.3% | +67.2% | +11.7% |
| 1Y | +5.1% | -58.4% | +63.5% | +11.4% |
| 3Y | +77.9% | -38.2% | +116.1% | +70.5% |
| All | +77.9% | -36.9% | +114.7% | +70.5% |
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 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