-37.7%
IONX price history and return analytics
+41.3%
-79.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +8.0% |
| 7D | +13.6% | +1.0% | +12.6% | +7.0% |
| 30D | -22.7% | -0.2% | -22.4% | -19.7% |
| 3M | -67.7% | +4.5% | -72.2% | -72.4% |
| 6M | -27.6% | +14.1% | -41.7% | -55.0% |
| YTD | -62.7% | +14.8% | -77.5% | -76.5% |
| 1Y | -70.3% | +21.2% | -91.5% | -85.0% |
| All | -37.7% | +41.3% | -79.0% | -82.7% |
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