-16.0%
IONR vs VOO
+18.2%
-34.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -5.0% | -5.6% |
| 7D | -11.1% | -0.8% | -10.4% | -9.9% |
| 30D | -16.0% | -1.1% | -14.9% | -14.6% |
| 3M | -27.7% | +3.9% | -31.6% | -33.6% |
| 6M | -27.0% | +13.6% | -40.6% | -39.4% |
| YTD | -41.9% | +12.7% | -54.6% | -50.5% |
| 1Y | -16.0% | +17.6% | -33.5% | -39.1% |
| All | -16.0% | +18.2% | -34.2% | -39.1% |
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