+142.3%
VXUS vs IONS
-5.7%
+148.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -21.4% | +24.2% | +5.4% |
| 7D | +0.8% | -24.8% | +25.6% | +3.8% |
| 30D | -1.9% | -31.5% | +29.7% | +2.2% |
| 3M | -4.4% | -45.2% | +40.8% | +2.1% |
| 6M | -2.0% | -59.1% | +57.1% | +7.8% |
| YTD | +11.1% | -60.8% | +71.9% | +22.7% |
| 1Y | +15.1% | -57.9% | +72.9% | +25.8% |
| 3Y | +70.4% | -34.5% | +104.9% | +71.5% |
| 5Y | +47.2% | -8.8% | +56.0% | +38.2% |
| 10Y | +142.3% | -19.2% | +161.5% | +134.3% |
| All | +142.3% | -5.7% | +148.0% | +134.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling