-44.7%
IONQ vs VG
+47.2%
-91.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.7% | +6.2% | -1.9% |
| 7D | -8.9% | -16.4% | +7.5% | -9.8% |
| 30D | -31.3% | -10.8% | -20.5% | -31.5% |
| 3M | -29.2% | -6.3% | -22.9% | -29.2% |
| 6M | -35.4% | -12.5% | -22.9% | -35.4% |
| YTD | -34.2% | +76.9% | -111.1% | -49.2% |
| 1Y | -44.7% | +51.8% | -96.5% | -56.2% |
| All | -44.7% | +47.2% | -91.8% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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