-97.1%
IONZ vs VT
+25.7%
-122.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | 0.0% | -13.7% | -13.5% |
| 7D | +15.3% | -1.6% | +16.9% | +4.4% |
| 30D | +73.1% | -2.5% | +75.6% | +53.7% |
| 3M | -4.9% | -1.3% | -3.6% | -2.6% |
| 6M | -43.5% | +3.1% | -46.6% | -8.5% |
| YTD | -84.4% | +10.9% | -95.4% | -55.2% |
| 1Y | -84.6% | +12.1% | -96.7% | -49.6% |
| All | -97.1% | +25.7% | -122.9% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling