-69.8%
IONL vs VOO
+20.9%
-90.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +5.4% |
| 7D | +1.0% | +0.1% | +0.9% | +0.5% |
| 30D | -8.5% | +0.1% | -8.6% | -6.6% |
| 3M | -71.8% | +2.0% | -73.8% | -72.1% |
| 6M | -31.9% | +13.0% | -45.0% | -60.0% |
| YTD | -61.4% | +13.6% | -74.9% | -77.6% |
| 1Y | -69.8% | +20.1% | -89.9% | -85.0% |
| All | -69.8% | +20.9% | -90.7% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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