-13.3%
IONQ vs VEU
+25.0%
-38.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -3.9% |
| 7D | +1.3% | +0.3% | +1.0% | +0.7% |
| 30D | -10.3% | +0.7% | -11.0% | -11.1% |
| 3M | -32.7% | +4.7% | -37.4% | -38.1% |
| 6M | +6.3% | +11.6% | -5.3% | -10.6% |
| YTD | -15.0% | +16.8% | -31.8% | -36.0% |
| 1Y | -13.3% | +24.9% | -38.2% | -43.1% |
| All | -13.3% | +25.0% | -38.3% | -43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling