-97.7%
IONZ price history and return analytics
+30.7%
-128.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.6% |
| 7D | -6.1% | +0.4% | -6.6% | -2.9% |
| 30D | -19.5% | +1.0% | -20.5% | -10.4% |
| 3M | +28.4% | +2.4% | +26.0% | +79.3% |
| 6M | -83.7% | +12.0% | -95.7% | -55.7% |
| YTD | -87.8% | +15.3% | -103.2% | -57.2% |
| 1Y | -96.7% | +22.6% | -119.3% | -80.8% |
| All | -97.7% | +30.7% | -128.5% | -77.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling