+183.8%
VXUS vs IONS
+510.8%
-327.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.0% | -4.8% | +5.9% | +1.5% |
| 30D | +2.2% | +7.2% | -5.0% | +1.4% |
| 3M | +3.0% | -22.7% | +25.6% | +5.2% |
| 6M | +10.7% | -26.9% | +37.5% | +13.7% |
| YTD | +17.8% | -26.6% | +44.4% | +20.9% |
| 1Y | +27.6% | -2.1% | +29.7% | +26.6% |
| 3Y | +73.3% | +43.4% | +29.9% | +61.2% |
| 5Y | +54.3% | +47.0% | +7.3% | +40.7% |
| 10Y | +149.8% | +97.2% | +52.6% | +112.9% |
| All | +183.8% | +510.8% | -327.0% | +49.9% |
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 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