+817.5%
VOO vs IONS
+245.5%
+572.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | -0.9% | -29.4% | +28.5% | +2.7% |
| 30D | -2.3% | -35.1% | +32.8% | +2.2% |
| 3M | -1.2% | -48.9% | +47.7% | +6.2% |
| 6M | +3.3% | -62.4% | +65.8% | +14.3% |
| YTD | +12.3% | -64.2% | +76.5% | +24.8% |
| 1Y | +12.5% | -60.9% | +73.4% | +23.6% |
| 3Y | +79.2% | -38.9% | +118.1% | +82.1% |
| 5Y | +75.7% | -15.6% | +91.3% | +68.6% |
| 10Y | +313.7% | -33.5% | +347.1% | +294.2% |
| All | +817.5% | +245.5% | +572.0% | +454.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling