-98.4%
IONZ price history and return analytics
+26.2%
-124.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.9% | +2.6% | -20.5% | -1.1% |
| 7D | -52.1% | +0.4% | -52.5% | -48.5% |
| 30D | -18.5% | -2.6% | -15.9% | -24.8% |
| 3M | -25.6% | -3.2% | -22.4% | -31.5% |
| 6M | -61.5% | +0.9% | -62.4% | -43.7% |
| YTD | -91.4% | +11.3% | -102.7% | -73.3% |
| 1Y | -90.8% | +14.0% | -104.8% | -65.1% |
| All | -98.4% | +26.2% | -124.6% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling