-87.3%
IONX vs VOO
+12.1%
-99.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -0.4% | -12.8% | -10.6% |
| 7D | -23.8% | +2.6% | -26.4% | -35.6% |
| 30D | -26.5% | -2.0% | -24.6% | -11.6% |
| 3M | -68.8% | -2.8% | -66.0% | -58.7% |
| 6M | -84.8% | +2.2% | -86.9% | -83.7% |
| YTD | -84.8% | +11.5% | -96.3% | -89.7% |
| 1Y | -87.3% | +13.5% | -100.8% | -92.2% |
| All | -87.3% | +12.1% | -99.4% | -92.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling