-52.2%
IONR vs VT
+11.9%
-64.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.0% |
| 7D | -16.2% | +2.4% | -18.5% | -18.6% |
| 30D | -21.9% | -1.5% | -20.4% | -20.0% |
| 3M | -30.1% | -4.1% | -26.0% | -25.6% |
| 6M | -53.8% | +0.6% | -54.4% | -54.2% |
| YTD | -54.6% | +11.0% | -65.6% | -57.9% |
| 1Y | -52.2% | +13.3% | -65.5% | -56.5% |
| All | -52.2% | +11.9% | -64.1% | -56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling