-42.5%
IONS price history and return analytics
+222.7%
-265.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | -29.6% | +2.9% | -32.5% | -31.9% |
| 30D | -35.6% | -2.5% | -33.0% | -34.4% |
| 3M | -51.7% | -3.3% | -48.4% | -50.4% |
| 6M | -64.0% | +1.5% | -65.5% | -65.0% |
| YTD | -65.5% | +11.4% | -76.8% | -69.3% |
| 1Y | -62.4% | +11.9% | -74.3% | -66.8% |
| 3Y | -41.1% | +73.9% | -115.0% | -66.5% |
| 5Y | -16.5% | +57.9% | -74.3% | -47.6% |
| All | -42.5% | +222.7% | -265.2% | -85.8% |
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