+224.0%
IONQ vs OVV
+377.7%
-153.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.7% |
| 7D | +16.7% | -7.3% | +23.9% | +19.9% |
| 30D | -12.3% | -3.6% | -8.7% | -11.6% |
| 3M | -17.7% | -2.6% | -15.1% | -17.8% |
| 6M | -28.9% | +7.6% | -36.5% | -32.5% |
| YTD | -22.0% | +59.6% | -81.6% | -38.5% |
| 1Y | -36.8% | +62.2% | -99.0% | -50.7% |
| 3Y | +228.2% | +49.6% | +178.6% | +159.0% |
| 5Y | +91.9% | +98.9% | -7.0% | +39.4% |
| All | +224.0% | +377.7% | -153.7% | +109.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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