-84.2%
IONR price history and return analytics
+104.0%
-188.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -5.2% |
| 7D | -11.1% | -1.1% | -10.0% | -9.9% |
| 30D | -16.0% | -1.0% | -15.0% | -15.0% |
| 3M | -27.7% | +3.2% | -30.9% | -30.9% |
| 6M | -27.0% | +12.5% | -39.4% | -36.4% |
| YTD | -41.9% | +14.1% | -55.9% | -49.7% |
| 1Y | -16.0% | +18.9% | -34.9% | -30.1% |
| 3Y | -53.1% | +74.1% | -127.2% | -74.8% |
| All | -84.2% | +104.0% | -188.1% | -92.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling