-96.3%
IONZ vs VT
+22.7%
-119.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.8% | -4.1% | +24.9% | -5.2% |
| 7D | +35.7% | -4.2% | +39.9% | +5.5% |
| 30D | +113.9% | -5.8% | +119.7% | +55.1% |
| 3M | +29.8% | -5.2% | +35.1% | +2.7% |
| 6M | -21.9% | +0.1% | -22.0% | +6.6% |
| YTD | -80.4% | +8.2% | -88.6% | -50.9% |
| 1Y | -82.0% | +10.1% | -92.2% | -47.2% |
| All | -96.3% | +22.7% | -119.0% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling