+91.9%
IONQ vs ITOT
+64.2%
+27.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | +0.1% |
| 7D | +16.7% | -0.5% | +17.2% | +19.0% |
| 30D | -12.3% | -3.4% | -8.9% | -1.8% |
| 3M | -17.7% | -3.1% | -14.7% | -8.4% |
| 6M | -28.9% | +2.2% | -31.1% | -29.5% |
| YTD | -22.0% | +11.0% | -33.0% | -36.6% |
| 1Y | -36.8% | +11.4% | -48.2% | -48.4% |
| 3Y | +228.2% | +76.4% | +151.9% | -8.4% |
| 5Y | +91.9% | +65.1% | +26.8% | -12.4% |
| All | +91.9% | +64.2% | +27.8% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling