+265.9%
IONQ vs VEA
+81.3%
+184.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +0.3% |
| 7D | +0.8% | +1.0% | -0.1% | -1.2% |
| 30D | -1.0% | +1.9% | -3.0% | -4.3% |
| 3M | -39.8% | +3.2% | -43.0% | -42.5% |
| 6M | +6.4% | +10.2% | -3.8% | -10.7% |
| YTD | -11.9% | +18.9% | -30.8% | -37.0% |
| 1Y | -6.2% | +29.3% | -35.5% | -44.1% |
| 3Y | +125.7% | +76.8% | +48.9% | -26.2% |
| 5Y | +296.0% | +61.2% | +234.8% | +51.6% |
| All | +265.9% | +81.3% | +184.6% | +27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling