+265.9%
IONQ vs VGT
+183.1%
+82.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +0.7% |
| 7D | +0.8% | +1.0% | -0.2% | -1.0% |
| 30D | -1.0% | +1.3% | -2.3% | -2.5% |
| 3M | -39.8% | -1.1% | -38.7% | -36.7% |
| 6M | +6.4% | +32.6% | -26.2% | -33.8% |
| YTD | -11.9% | +29.0% | -40.9% | -42.0% |
| 1Y | -6.2% | +39.7% | -45.8% | -45.9% |
| 3Y | +125.7% | +120.9% | +4.8% | -38.1% |
| 5Y | +296.0% | +133.6% | +162.4% | +16.5% |
| All | +265.9% | +183.1% | +82.8% | -10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling