+20.2%
VZ vs IONS
+17.1%
+3.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.0% |
| 7D | +2.1% | -9.4% | +11.6% | +2.4% |
| 30D | +1.4% | -10.7% | +12.1% | +1.7% |
| 3M | -1.3% | -27.7% | +26.4% | -0.3% |
| 6M | -0.5% | -48.7% | +48.2% | +1.6% |
| YTD | +19.6% | -50.2% | +69.8% | +22.3% |
| 1Y | +22.4% | -46.8% | +69.2% | +24.7% |
| 3Y | +55.9% | -14.8% | +70.7% | +54.0% |
| All | +20.2% | +17.1% | +3.1% | +17.8% |
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