-36.3%
IONR price history and return analytics
+13.3%
-49.6%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -4.8% | -1.6% | -3.2% | -2.6% |
| 30D | -11.3% | -2.5% | -8.8% | -8.0% |
| 3M | -21.2% | -1.3% | -19.9% | -20.2% |
| 6M | -35.8% | +3.1% | -38.9% | -38.7% |
| YTD | -45.8% | +10.9% | -56.8% | -49.5% |
| All | -36.3% | +13.3% | -49.6% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling