-98.0%
IONZ vs VOO
+23.5%
-121.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -46.5% | +0.3% | -46.8% | -44.4% |
| 7D | -34.6% | -2.7% | -31.9% | -43.6% |
| 30D | +5.2% | -5.4% | +10.6% | -22.3% |
| 3M | -31.1% | -4.1% | -27.1% | -41.5% |
| 6M | -48.4% | +0.7% | -49.2% | -26.6% |
| YTD | -89.5% | +8.7% | -98.2% | -71.2% |
| 1Y | -89.5% | +11.0% | -100.5% | -65.3% |
| All | -98.0% | +23.5% | -121.5% | -83.8% |
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