+57.4%
VZ vs IONS
-36.9%
+94.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -0.3% |
| 7D | +1.5% | -26.3% | +27.7% | +0.9% |
| 30D | +4.4% | -31.9% | +36.3% | +3.6% |
| 3M | -2.4% | -48.0% | +45.6% | -3.2% |
| 6M | +1.4% | -62.6% | +64.0% | +0.5% |
| YTD | +21.4% | -63.3% | +84.7% | +20.2% |
| 1Y | +20.3% | -58.4% | +78.7% | +19.3% |
| 3Y | +57.4% | -38.2% | +95.6% | +55.1% |
| All | +57.4% | -36.9% | +94.2% | +55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling