-40.9%
IONR price history and return analytics
+74.5%
-115.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.6% | -10.0% | -9.9% |
| 7D | -9.6% | +2.9% | -12.5% | -12.4% |
| 30D | -20.2% | -2.5% | -17.7% | -17.5% |
| 3M | -30.6% | -3.3% | -27.2% | -27.6% |
| 6M | -46.1% | +1.5% | -47.7% | -46.9% |
| YTD | -52.0% | +11.4% | -63.3% | -56.8% |
| 1Y | -47.5% | +11.9% | -59.4% | -52.9% |
| All | -40.9% | +74.5% | -115.4% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling