-8.0%
IONQ vs VGT
+37.8%
-45.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.8% |
| 7D | +7.1% | +1.8% | +5.3% | +3.2% |
| 30D | -8.9% | -0.3% | -8.6% | -7.7% |
| 3M | -35.6% | +3.4% | -38.9% | -38.6% |
| 6M | +13.3% | +35.0% | -21.7% | -35.0% |
| YTD | -9.8% | +28.8% | -38.6% | -43.8% |
| All | -8.0% | +37.8% | -45.8% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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