+1,250.4%
VUG vs IONS
+538.4%
+712.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.1% | -4.8% | +4.7% | +0.6% |
| 30D | -0.3% | +7.2% | -7.5% | -1.4% |
| 3M | -0.7% | -22.7% | +22.0% | +2.1% |
| 6M | +14.6% | -26.9% | +41.5% | +18.7% |
| YTD | +9.0% | -26.6% | +35.6% | +12.7% |
| 1Y | +14.9% | -2.1% | +17.0% | +13.6% |
| 3Y | +86.0% | +43.4% | +42.6% | +68.5% |
| 5Y | +76.7% | +47.0% | +29.7% | +56.6% |
| 10Y | +411.3% | +97.2% | +314.1% | +312.1% |
| All | +1,250.4% | +538.4% | +712.1% | +645.2% |
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 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