+33.4%
VWO vs IONS
+53.9%
-20.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.5% |
| 7D | -1.7% | -4.3% | +2.5% | -1.3% |
| 30D | -0.3% | +0.4% | -0.7% | -0.4% |
| 3M | +4.0% | -24.1% | +28.1% | +6.0% |
| 6M | +8.1% | -26.4% | +34.6% | +10.6% |
| YTD | +11.6% | -29.7% | +41.3% | +14.6% |
| 1Y | +16.2% | -13.0% | +29.3% | +16.6% |
| 3Y | +63.3% | +35.0% | +28.2% | +52.0% |
| 5Y | +33.4% | +54.2% | -20.8% | +20.9% |
| All | +33.4% | +53.9% | -20.6% | +20.9% |
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