+82.3%
VOO vs IONS
+51.6%
+30.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | +0.5% | -5.3% | +5.8% | +1.1% |
| 30D | -0.9% | +0.3% | -1.2% | -1.0% |
| 3M | +3.9% | -22.9% | +26.8% | +6.2% |
| 6M | +14.5% | -23.4% | +37.9% | +17.1% |
| YTD | +13.0% | -28.3% | +41.3% | +16.3% |
| 1Y | +19.4% | -7.0% | +26.5% | +18.7% |
| 3Y | +78.9% | +37.6% | +41.3% | +61.9% |
| 5Y | +82.3% | +53.4% | +28.9% | +58.3% |
| All | +82.3% | +51.6% | +30.7% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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