-97.7%
IONZ vs VOO
+29.0%
-126.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -5.2% |
| 7D | -6.1% | +0.1% | -6.2% | -5.1% |
| 30D | -19.5% | +0.1% | -19.6% | -16.3% |
| 3M | +28.4% | +2.0% | +26.4% | +74.9% |
| 6M | -83.7% | +13.0% | -96.7% | -48.9% |
| YTD | -87.8% | +13.6% | -101.4% | -58.7% |
| 1Y | -96.7% | +20.1% | -116.8% | -81.7% |
| All | -97.7% | +29.0% | -126.7% | -76.8% |
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 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