+304.7%
IONQ vs VIAV
+132.3%
+172.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.2% | -8.8% | -3.3% |
| 7D | +7.1% | +11.3% | -4.2% | +1.0% |
| 30D | -8.9% | -1.0% | -7.9% | -9.2% |
| 3M | -35.6% | -20.5% | -15.0% | -29.1% |
| 6M | +13.3% | +39.0% | -25.7% | -11.5% |
| YTD | -9.8% | +117.5% | -127.3% | -50.6% |
| 1Y | -1.3% | +233.8% | -235.1% | -61.7% |
| 3Y | +109.3% | +295.4% | -186.2% | -33.1% |
| 5Y | +304.7% | +134.3% | +170.4% | +131.1% |
| All | +304.7% | +132.3% | +172.4% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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