-92.6%
IONZ price history and return analytics
+12.6%
-105.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +3.9% | +12.6% |
| 7D | -43.3% | -0.7% | -42.6% | -43.0% |
| 30D | -27.0% | -1.7% | -25.3% | -29.6% |
| 3M | -23.2% | -2.3% | -20.9% | -25.6% |
| 6M | -40.5% | +1.5% | -42.0% | -9.9% |
| YTD | -90.8% | +12.0% | -102.8% | -68.6% |
| All | -92.6% | +12.6% | -105.1% | -71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling