-40.1%
IONQ vs VEA
-0.5%
-39.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -4.7% |
| 7D | +15.3% | -1.3% | +16.6% | +19.7% |
| 30D | -6.1% | 0.0% | -6.1% | -5.3% |
| 3M | -21.6% | -3.6% | -18.0% | -12.9% |
| 6M | -40.1% | -0.5% | -39.6% | -36.3% |
| All | -40.1% | -0.5% | -39.6% | -36.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling