-82.2%
IONR vs VT
+106.2%
-188.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.3% |
| 30D | -11.3% | +1.0% | -12.3% | -12.5% |
| 3M | -31.9% | +2.4% | -34.3% | -33.8% |
| 6M | -21.3% | +12.0% | -33.3% | -31.1% |
| YTD | -34.6% | +15.3% | -49.9% | -44.2% |
| 1Y | -6.3% | +22.6% | -28.9% | -24.7% |
| 3Y | -50.3% | +74.7% | -125.0% | -73.4% |
| All | -82.2% | +106.2% | -188.4% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling