+71.6%
VZ vs IONS
-29.6%
+101.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | +0.9% | -29.4% | +30.4% | +2.5% |
| 30D | +8.9% | -35.1% | +44.1% | +11.1% |
| 3M | +0.1% | -48.9% | +49.0% | +3.4% |
| 6M | +1.9% | -62.4% | +64.3% | +6.8% |
| YTD | +22.0% | -64.2% | +86.2% | +28.1% |
| 1Y | +22.1% | -60.9% | +83.0% | +27.5% |
| 3Y | +58.7% | -38.9% | +97.6% | +59.0% |
| 5Y | +22.3% | -15.6% | +37.9% | +18.5% |
| 10Y | +71.6% | -33.5% | +105.1% | +71.2% |
| All | +71.6% | -29.6% | +101.2% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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