+294.8%
IONQ vs VEU
+56.2%
+238.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | 0.0% |
| 7D | +0.8% | +1.1% | -0.3% | -1.9% |
| 30D | -1.0% | +2.2% | -3.2% | -5.2% |
| 3M | -39.8% | +3.0% | -42.8% | -42.5% |
| 6M | +6.4% | +10.9% | -4.4% | -13.7% |
| YTD | -11.9% | +18.2% | -30.1% | -38.8% |
| 1Y | -6.2% | +28.3% | -34.4% | -46.5% |
| 3Y | +125.7% | +74.6% | +51.1% | -35.6% |
| All | +294.8% | +56.2% | +238.6% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling