-86.3%
IONZ vs VT
+15.2%
-101.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +15.5% |
| 7D | +16.3% | -0.3% | +16.6% | +13.7% |
| 30D | +74.8% | -1.4% | +76.2% | +65.3% |
| 3M | +17.0% | -1.4% | +18.4% | +16.7% |
| 6M | -41.9% | +5.5% | -47.3% | +6.7% |
| YTD | -83.7% | +12.8% | -96.6% | -49.4% |
| 1Y | -86.3% | +15.4% | -101.7% | -48.4% |
| All | -86.3% | +15.2% | -101.5% | -48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling