-36.4%
IONQ vs VLTO
+21.9%
-58.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.6% | -7.1% | -6.3% |
| 7D | -11.5% | +1.0% | -12.5% | -11.3% |
| 30D | -8.1% | +17.5% | -25.6% | -4.4% |
| 3M | -35.8% | +21.4% | -57.2% | -32.8% |
| 6M | -47.7% | +38.1% | -85.9% | -45.6% |
| YTD | -35.6% | +19.0% | -54.7% | -27.7% |
| 1Y | -36.4% | +20.7% | -57.0% | -28.4% |
| All | -36.4% | +21.9% | -58.3% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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