-19.2%
IONS price history and return analytics
+223.7%
-242.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +2.6% | -24.0% | -23.8% |
| 7D | -24.8% | +0.4% | -25.2% | -25.6% |
| 30D | -31.5% | -2.6% | -28.9% | -30.3% |
| 3M | -45.2% | -3.2% | -42.0% | -43.8% |
| 6M | -59.1% | +0.9% | -60.0% | -60.0% |
| YTD | -60.8% | +11.3% | -72.1% | -65.2% |
| 1Y | -57.9% | +14.0% | -71.9% | -63.4% |
| 3Y | -34.5% | +75.8% | -110.3% | -63.1% |
| 5Y | -8.8% | +57.8% | -66.7% | -42.8% |
| 10Y | -19.2% | +219.8% | -239.0% | -76.4% |
| All | -19.2% | +223.7% | -242.9% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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