+278.7%
IONQ vs ITOT
+73.3%
+205.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -4.2% |
| 7D | +1.3% | -0.4% | +1.7% | +2.4% |
| 30D | -10.3% | -1.6% | -8.7% | -5.8% |
| 3M | -32.7% | +3.5% | -36.3% | -37.7% |
| 6M | +6.3% | +13.1% | -6.8% | -19.9% |
| YTD | -15.0% | +12.7% | -27.7% | -34.8% |
| 1Y | -13.3% | +18.3% | -31.6% | -40.6% |
| 3Y | +97.2% | +76.4% | +20.8% | -45.8% |
| 5Y | +278.7% | +73.8% | +205.0% | +46.6% |
| All | +278.7% | +73.3% | +205.4% | +46.6% |
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