+160.2%
VXUS vs IONS
+314.5%
-154.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.4% | 0.0% |
| 7D | -1.8% | -9.4% | +7.7% | -0.7% |
| 30D | -4.6% | -10.7% | +6.2% | -3.4% |
| 3M | -6.1% | -27.7% | +21.6% | -3.0% |
| 6M | -4.9% | -48.7% | +43.8% | +1.4% |
| YTD | +8.1% | -50.2% | +58.2% | +15.4% |
| 1Y | +12.1% | -46.8% | +58.9% | +18.8% |
| 3Y | +63.9% | -14.8% | +78.7% | +61.4% |
| 5Y | +43.1% | +17.0% | +26.1% | +33.8% |
| 10Y | +139.2% | +45.3% | +93.9% | +110.9% |
| All | +160.2% | +314.5% | -154.3% | +43.1% |
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