+224.0%
IONQ vs VEU
+61.2%
+162.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | +0.5% |
| 7D | +16.7% | +0.5% | +16.2% | +15.9% |
| 30D | -12.3% | -2.3% | -10.0% | -6.6% |
| 3M | -17.7% | -4.4% | -13.3% | -7.6% |
| 6M | -28.9% | -2.2% | -26.8% | -22.4% |
| YTD | -22.0% | +10.9% | -33.0% | -34.8% |
| 1Y | -36.8% | +13.4% | -50.2% | -49.6% |
| 3Y | +228.2% | +69.7% | +158.5% | +14.4% |
| 5Y | +91.9% | +50.0% | +42.0% | -12.7% |
| All | +224.0% | +61.2% | +162.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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