-97.0%
IONZ vs VT
+21.4%
-118.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -8.4% |
| 7D | -13.8% | +1.0% | -14.8% | -7.8% |
| 30D | -0.4% | -0.2% | -0.1% | +0.8% |
| 3M | +21.3% | +4.5% | +16.8% | +85.8% |
| 6M | -85.5% | +14.1% | -99.5% | -55.8% |
| YTD | -88.4% | +14.8% | -103.2% | -60.3% |
| 1Y | -97.0% | +21.2% | -118.2% | -85.2% |
| All | -97.0% | +21.4% | -118.4% | -85.2% |
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