+241.1%
IONQ vs ITOT
+106.2%
+134.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -1.7% |
| 7D | -5.6% | -2.0% | -3.5% | -0.2% |
| 30D | -15.2% | -2.0% | -13.2% | -10.1% |
| 3M | -34.9% | +4.5% | -39.5% | -41.0% |
| 6M | +4.9% | +12.6% | -7.7% | -18.9% |
| YTD | -17.9% | +12.0% | -29.9% | -35.0% |
| 1Y | -16.0% | +17.3% | -33.3% | -39.9% |
| 3Y | +90.5% | +75.2% | +15.2% | -42.1% |
| 5Y | +268.4% | +74.0% | +194.4% | +37.8% |
| All | +241.1% | +106.2% | +134.9% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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