+248.5%
IONS vs VOO
+795.4%
-547.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.3% | -8.7% | -8.7% |
| 7D | -30.3% | -0.6% | -29.7% | -30.4% |
| 30D | -37.7% | -3.6% | -34.1% | -35.7% |
| 3M | -50.5% | -2.7% | -47.8% | -49.4% |
| 6M | -62.8% | +2.2% | -65.0% | -64.2% |
| YTD | -64.4% | +10.9% | -75.3% | -68.6% |
| 1Y | -59.5% | +11.3% | -70.8% | -64.4% |
| 3Y | -39.2% | +76.9% | -116.1% | -68.5% |
| 5Y | -15.3% | +73.5% | -88.9% | -55.8% |
| 10Y | -31.2% | +307.7% | -338.8% | -88.6% |
| All | +248.5% | +795.4% | -547.0% | -77.3% |
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