-98.4%
IONZ price history and return analytics
+25.6%
-123.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | -1.5% |
| 7D | -43.7% | -0.1% | -43.5% | -41.3% |
| 30D | -17.2% | -3.1% | -14.1% | -25.9% |
| 3M | -30.2% | -3.5% | -26.7% | -36.9% |
| 6M | -60.9% | +0.5% | -61.3% | -44.6% |
| YTD | -91.2% | +10.8% | -102.0% | -73.7% |
| 1Y | -91.8% | +11.9% | -103.7% | -71.5% |
| All | -98.4% | +25.6% | -123.9% | -86.4% |
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