+93.1%
IONS price history and return analytics
+222.7%
-129.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | -8.7% | -0.1% | -8.5% | -8.6% |
| 30D | -1.6% | -0.7% | -0.9% | -1.0% |
| 3M | -24.9% | +4.0% | -28.9% | -28.1% |
| 6M | -25.7% | +12.3% | -38.0% | -34.2% |
| YTD | -29.2% | +14.0% | -43.2% | -38.3% |
| 1Y | -13.0% | +20.3% | -33.3% | -28.2% |
| 3Y | +35.9% | +75.4% | -39.5% | -23.7% |
| 5Y | +54.5% | +66.0% | -11.5% | -7.9% |
| 10Y | +93.1% | +228.2% | -135.1% | -57.0% |
| All | +93.1% | +222.7% | -129.6% | -57.0% |
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