+46.1%
VXUS vs IONS
-11.8%
+58.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.6% |
| 7D | +2.1% | -26.3% | +28.4% | +4.7% |
| 30D | -1.1% | -31.9% | +30.8% | +2.1% |
| 3M | -5.6% | -48.0% | +42.4% | 0.0% |
| 6M | -2.3% | -62.6% | +60.3% | +6.5% |
| YTD | +10.4% | -63.3% | +73.6% | +20.3% |
| 1Y | +13.1% | -58.4% | +71.4% | +21.5% |
| 3Y | +68.0% | -38.2% | +106.2% | +68.4% |
| All | +46.1% | -11.8% | +58.0% | +37.2% |
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 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