-97.7%
IONZ price history and return analytics
+25.9%
-123.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.3% | +13.0% | +10.9% |
| 7D | +17.2% | +2.4% | +14.9% | +39.2% |
| 30D | -23.8% | -1.5% | -22.3% | -25.2% |
| 3M | +10.8% | -4.1% | +15.0% | -3.8% |
| 6M | -24.3% | +0.6% | -24.9% | +8.0% |
| YTD | -87.7% | +11.0% | -98.7% | -62.4% |
| 1Y | -91.8% | +13.3% | -105.1% | -69.6% |
| All | -97.7% | +25.9% | -123.6% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling