+227.2%
IONQ vs VEA
+72.2%
+155.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.9% | +5.4% | +2.0% |
| 7D | +25.5% | +0.4% | +25.1% | +24.6% |
| 30D | -11.4% | -0.7% | -10.8% | -9.4% |
| 3M | -20.5% | -3.9% | -16.6% | -12.2% |
| 6M | -28.2% | -0.6% | -27.7% | -24.8% |
| YTD | -21.2% | +12.9% | -34.2% | -36.5% |
| 1Y | -40.4% | +18.4% | -58.7% | -56.6% |
| 3Y | +214.7% | +75.3% | +139.4% | +5.4% |
| 5Y | +56.9% | +54.3% | +2.5% | -31.8% |
| All | +227.2% | +72.2% | +155.0% | +28.6% |
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 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