+25.5%
VZ vs IONS
+47.7%
-22.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.1% | -4.8% | +4.9% | +0.3% |
| 30D | +7.9% | +7.2% | +0.7% | +7.6% |
| 3M | +13.6% | -22.7% | +36.3% | +14.6% |
| 6M | +1.1% | -26.9% | +28.0% | +2.1% |
| YTD | +29.3% | -26.6% | +55.9% | +30.5% |
| 1Y | +21.2% | -2.1% | +23.4% | +20.7% |
| 3Y | +75.9% | +43.4% | +32.5% | +69.4% |
| All | +25.5% | +47.7% | -22.3% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling