+21.5%
VZ vs IONS
+13.2%
+8.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | 0.0% |
| 7D | +5.6% | -12.6% | +18.2% | +6.0% |
| 30D | +1.9% | -11.8% | +13.7% | +2.2% |
| 3M | +0.8% | -28.4% | +29.2% | +1.8% |
| 6M | +0.6% | -48.4% | +49.1% | +2.8% |
| YTD | +20.8% | -51.0% | +71.7% | +23.5% |
| 1Y | +23.9% | -48.0% | +72.0% | +26.4% |
| 3Y | +55.7% | -17.8% | +73.5% | +54.2% |
| 5Y | +21.5% | +15.2% | +6.4% | +20.7% |
| All | +21.5% | +13.2% | +8.4% | +20.7% |
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