+93.1%
IONS vs VOO
+315.3%
-222.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.8% |
| 7D | -8.7% | -0.4% | -8.3% | -8.4% |
| 30D | -1.6% | -1.4% | -0.2% | -0.4% |
| 3M | -24.9% | +3.7% | -28.6% | -27.8% |
| 6M | -25.7% | +13.0% | -38.7% | -34.1% |
| YTD | -29.2% | +12.4% | -41.6% | -36.9% |
| 1Y | -13.0% | +18.6% | -31.6% | -26.4% |
| 3Y | +35.9% | +78.1% | -42.1% | -22.6% |
| 5Y | +54.5% | +82.3% | -27.8% | -14.3% |
| 10Y | +93.1% | +322.5% | -229.4% | -75.9% |
| All | +93.1% | +315.3% | -222.2% | -75.9% |
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