+1,155.8%
VUG vs IONS
+333.2%
+822.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | -3.4% | -9.4% | +6.0% | -2.0% |
| 30D | -11.1% | -10.7% | -0.4% | -9.7% |
| 3M | -7.2% | -27.7% | +20.4% | -3.1% |
| 6M | -4.1% | -48.7% | +44.6% | +4.4% |
| YTD | +1.4% | -50.2% | +51.6% | +10.6% |
| 1Y | +1.9% | -46.8% | +48.7% | +10.0% |
| 3Y | +77.7% | -14.8% | +92.6% | +74.0% |
| 5Y | +57.6% | +17.0% | +40.6% | +44.5% |
| 10Y | +398.6% | +45.3% | +353.3% | +320.6% |
| All | +1,155.8% | +333.2% | +822.6% | +631.5% |
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 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