-62.0%
IONX price history and return analytics
+36.4%
-98.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | +0.3% |
| 7D | +27.0% | -0.1% | +27.2% | +30.8% |
| 30D | -33.8% | -3.1% | -30.7% | -15.5% |
| 3M | -48.3% | -3.5% | -44.8% | -30.4% |
| 6M | -71.9% | +0.5% | -72.3% | -65.2% |
| YTD | -77.3% | +10.8% | -88.0% | -81.2% |
| 1Y | -87.5% | +11.9% | -99.4% | -89.7% |
| All | -62.0% | +36.4% | -98.4% | -86.2% |
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