+1,049.1%
VZ vs IONS
+260.9%
+788.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.1% |
| 7D | +5.6% | -12.6% | +18.2% | +6.3% |
| 30D | +1.9% | -11.8% | +13.7% | +2.4% |
| 3M | +0.8% | -28.4% | +29.2% | +2.3% |
| 6M | +0.6% | -48.4% | +49.1% | +3.5% |
| YTD | +20.8% | -51.0% | +71.7% | +24.4% |
| 1Y | +23.9% | -48.0% | +72.0% | +27.2% |
| 3Y | +55.7% | -17.8% | +73.5% | +54.7% |
| 5Y | +21.5% | +15.2% | +6.4% | +17.9% |
| 10Y | +68.5% | +43.0% | +25.4% | +58.0% |
| All | +1,049.1% | +260.9% | +788.2% | +784.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling