+268.4%
IONQ vs VNQ
+5.5%
+262.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.1% |
| 7D | -5.6% | -2.6% | -3.0% | -1.7% |
| 30D | -15.2% | -2.3% | -12.8% | -12.2% |
| 3M | -34.9% | -2.8% | -32.2% | -33.3% |
| 6M | +4.9% | +2.5% | +2.4% | -1.4% |
| YTD | -17.9% | +8.4% | -26.3% | -29.4% |
| 1Y | -16.0% | +6.8% | -22.8% | -26.4% |
| 3Y | +90.5% | +29.9% | +60.6% | +26.0% |
| 5Y | +268.4% | +7.2% | +261.2% | +266.0% |
| All | +268.4% | +5.5% | +262.9% | +266.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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