-37.7%
IONX vs VOO
+38.7%
-76.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.6% | +8.3% |
| 7D | +13.6% | +0.5% | +13.0% | +9.9% |
| 30D | -22.7% | -0.9% | -21.7% | -17.1% |
| 3M | -67.7% | +3.9% | -71.5% | -71.7% |
| 6M | -27.6% | +14.5% | -42.1% | -55.9% |
| YTD | -62.7% | +13.0% | -75.7% | -74.8% |
| 1Y | -70.3% | +19.4% | -89.7% | -83.6% |
| All | -37.7% | +38.7% | -76.4% | -79.9% |
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