-76.9%
IONX vs VT
+33.2%
-110.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.9% | -4.1% | -15.9% | +3.8% |
| 7D | -31.8% | -4.2% | -27.7% | -11.4% |
| 30D | -66.2% | -5.8% | -60.4% | -49.5% |
| 3M | -65.3% | -5.2% | -60.0% | -48.2% |
| 6M | -82.5% | +0.1% | -82.7% | -77.6% |
| YTD | -86.2% | +8.2% | -94.4% | -87.1% |
| 1Y | -92.5% | +10.1% | -102.6% | -93.4% |
| All | -76.9% | +33.2% | -110.2% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling