+283.2%
IONS vs VOO
+798.5%
-515.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +2.3% | -23.7% | -23.8% |
| 7D | -24.8% | +0.1% | -24.9% | -25.5% |
| 30D | -31.5% | -3.3% | -28.2% | -29.6% |
| 3M | -45.2% | -2.4% | -42.8% | -44.2% |
| 6M | -59.1% | +2.6% | -61.7% | -60.7% |
| YTD | -60.8% | +11.3% | -72.1% | -65.6% |
| 1Y | -57.9% | +13.4% | -71.3% | -63.8% |
| 3Y | -34.5% | +80.3% | -114.8% | -66.8% |
| 5Y | -8.8% | +72.7% | -81.5% | -52.1% |
| 10Y | -19.2% | +310.0% | -329.3% | -86.7% |
| All | +283.2% | +798.5% | -515.3% | -75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling