-34.5%
IONS vs VOO
+78.4%
-112.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +2.3% | -23.7% | -22.8% |
| 7D | -24.8% | +0.1% | -24.9% | -25.1% |
| 30D | -31.5% | -3.3% | -28.2% | -30.1% |
| 3M | -45.2% | -2.4% | -42.8% | -44.4% |
| 6M | -59.1% | +2.6% | -61.7% | -60.0% |
| YTD | -60.8% | +11.3% | -72.1% | -64.1% |
| 1Y | -57.9% | +13.4% | -71.3% | -61.9% |
| 3Y | -34.5% | +80.3% | -114.8% | -60.0% |
| All | -34.5% | +78.4% | -112.9% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling