-61.0%
IONX vs VOO
+36.7%
-97.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | +2.3% | +14.4% | +3.1% |
| 7D | +47.1% | +0.1% | +47.0% | +49.7% |
| 30D | -32.1% | -3.3% | -28.7% | -12.2% |
| 3M | -51.6% | -2.4% | -49.2% | -39.5% |
| 6M | -71.2% | +2.6% | -73.8% | -68.8% |
| YTD | -76.7% | +11.3% | -88.0% | -81.6% |
| 1Y | -88.8% | +13.4% | -102.3% | -91.7% |
| All | -61.0% | +36.7% | -97.7% | -85.3% |
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