-42.5%
IONR vs VT
+69.7%
-112.2%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.7% |
| 7D | -7.5% | -2.3% | -5.2% | -4.8% |
| 30D | -13.6% | -5.0% | -8.7% | -8.2% |
| 3M | -25.5% | -4.9% | -20.6% | -21.1% |
| 6M | -35.8% | -1.5% | -34.3% | -34.4% |
| YTD | -45.8% | +8.5% | -54.3% | -49.8% |
| 1Y | -35.3% | +11.4% | -46.7% | -41.6% |
| 3Y | -42.5% | +70.1% | -112.6% | -58.1% |
| All | -42.5% | +69.7% | -112.2% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling