-97.7%
IONZ vs VOO
+26.6%
-124.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.1% | +10.2% |
| 7D | +17.2% | +2.6% | +14.6% | +42.2% |
| 30D | -23.8% | -2.0% | -21.8% | -27.9% |
| 3M | +10.8% | -2.8% | +13.6% | +3.8% |
| 6M | -24.3% | +2.2% | -26.5% | +20.2% |
| YTD | -87.7% | +11.5% | -99.2% | -59.0% |
| 1Y | -91.8% | +13.5% | -105.3% | -67.2% |
| All | -97.7% | +26.6% | -124.3% | -77.0% |
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