+304.7%
IONQ vs VEA
+61.6%
+243.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.4% |
| 7D | +7.1% | +1.9% | +5.3% | +2.6% |
| 30D | -8.9% | +0.8% | -9.7% | -10.0% |
| 3M | -35.6% | +5.7% | -41.2% | -42.5% |
| 6M | +13.3% | +13.3% | 0.0% | -12.1% |
| YTD | -9.8% | +18.4% | -28.2% | -36.6% |
| 1Y | -1.3% | +27.0% | -28.3% | -41.1% |
| 3Y | +109.3% | +79.3% | +30.0% | -40.7% |
| 5Y | +304.7% | +62.1% | +242.6% | +68.6% |
| All | +304.7% | +61.6% | +243.1% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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