-40.7%
IONX price history and return analytics
+42.0%
-82.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.9% |
| 7D | +0.6% | +0.4% | +0.1% | -1.7% |
| 30D | -10.7% | +1.0% | -11.7% | -12.7% |
| 3M | -72.9% | +2.4% | -75.3% | -72.8% |
| 6M | -36.4% | +12.0% | -48.4% | -56.4% |
| YTD | -64.5% | +15.3% | -79.8% | -78.3% |
| 1Y | -73.2% | +22.6% | -95.8% | -87.3% |
| All | -40.7% | +42.0% | -82.7% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling