+91.9%
IONQ vs VGT
+104.4%
-12.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | +1.5% |
| 7D | +16.7% | -4.1% | +20.8% | +27.4% |
| 30D | -12.3% | -13.6% | +1.4% | +18.2% |
| 3M | -17.7% | -8.0% | -9.7% | -1.4% |
| 6M | -28.9% | -1.5% | -27.5% | -23.1% |
| YTD | -22.0% | +17.7% | -39.7% | -39.0% |
| 1Y | -36.8% | +13.8% | -50.6% | -46.5% |
| 3Y | +228.2% | +101.6% | +126.7% | +0.2% |
| 5Y | +91.9% | +106.7% | -14.8% | -28.1% |
| All | +91.9% | +104.4% | -12.5% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling