-31.2%
IONS vs VOO
+306.9%
-338.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.3% | -8.7% | -8.8% |
| 7D | -30.3% | -0.6% | -29.7% | -30.3% |
| 30D | -37.7% | -3.6% | -34.1% | -36.0% |
| 3M | -50.5% | -2.7% | -47.8% | -49.5% |
| 6M | -62.8% | +2.2% | -65.0% | -63.9% |
| YTD | -64.4% | +10.9% | -75.3% | -67.9% |
| 1Y | -59.5% | +11.3% | -70.8% | -63.6% |
| 3Y | -39.2% | +76.9% | -116.1% | -64.8% |
| 5Y | -15.3% | +73.5% | -88.9% | -50.3% |
| 10Y | -31.2% | +307.7% | -338.8% | -86.5% |
| All | -31.2% | +306.9% | -338.0% | -86.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling