-83.5%
IONR vs VOO
+113.1%
-196.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -1.7% | -2.0% | +0.3% | +0.3% |
| 30D | -14.2% | -1.7% | -12.5% | -12.8% |
| 3M | -20.3% | +4.7% | -25.0% | -24.2% |
| 6M | -22.0% | +12.6% | -34.5% | -30.0% |
| YTD | -39.4% | +11.8% | -51.1% | -45.0% |
| 1Y | -17.6% | +17.5% | -35.1% | -28.1% |
| 3Y | -52.3% | +77.0% | -129.3% | -71.4% |
| All | -83.5% | +113.1% | -196.6% | -91.8% |
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