+191.0%
IONQ vs VEU
+64.7%
+126.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.2% | +23.2% | +23.0% |
| 7D | +8.6% | -1.6% | +10.2% | +13.2% |
| 30D | -21.1% | -4.3% | -16.7% | -11.4% |
| 3M | -17.9% | -5.8% | -12.0% | -3.6% |
| 6M | -37.9% | -4.4% | -33.6% | -28.1% |
| YTD | -27.3% | +8.7% | -36.0% | -37.2% |
| 1Y | -43.2% | +12.6% | -55.8% | -55.2% |
| 3Y | +191.0% | +65.2% | +125.7% | -20.3% |
| All | +191.0% | +64.7% | +126.3% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling