-36.2%
IONQ vs VMC
+1.3%
-37.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +6.0% | +7.6% |
| 7D | +25.5% | +0.1% | +25.3% | +25.6% |
| 30D | -11.4% | +18.3% | -29.7% | -16.3% |
| 3M | -20.5% | +1.9% | -22.3% | -21.3% |
| 6M | -28.2% | +2.4% | -30.6% | -30.3% |
| YTD | -21.2% | +2.1% | -23.3% | -26.7% |
| All | -36.2% | +1.3% | -37.5% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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