-75.1%
IONL vs VOO
+33.4%
-108.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | -0.4% | -12.4% | -10.7% |
| 7D | -23.4% | +2.6% | -25.9% | -32.7% |
| 30D | -25.3% | -2.0% | -23.3% | -12.1% |
| 3M | -67.4% | -2.8% | -64.7% | -58.6% |
| 6M | -83.6% | +2.2% | -85.7% | -81.8% |
| YTD | -83.0% | +11.5% | -94.5% | -86.4% |
| 1Y | -85.4% | +13.5% | -98.9% | -88.8% |
| All | -75.1% | +33.4% | -108.5% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling