+265.9%
IONQ vs VNQ
+38.4%
+227.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +2.2% |
| 7D | +0.8% | -1.3% | +2.1% | +2.6% |
| 30D | -1.0% | -2.9% | +1.9% | +3.2% |
| 3M | -39.8% | +0.8% | -40.6% | -42.1% |
| 6M | +6.4% | +2.5% | +4.0% | +0.6% |
| YTD | -11.9% | +10.6% | -22.6% | -25.7% |
| 1Y | -6.2% | +9.1% | -15.2% | -19.6% |
| 3Y | +125.7% | +31.0% | +94.7% | +52.5% |
| 5Y | +296.0% | +4.9% | +291.1% | +259.2% |
| All | +265.9% | +38.4% | +227.6% | +191.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling