+202.0%
IONQ vs VO
+66.4%
+135.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.1% | +23.6% | +23.8% |
| 7D | +8.6% | -2.6% | +11.1% | +16.3% |
| 30D | -21.1% | -0.9% | -20.1% | -18.5% |
| 3M | -17.9% | -3.0% | -14.9% | -10.0% |
| 6M | -37.9% | +2.2% | -40.2% | -39.2% |
| YTD | -27.3% | +10.6% | -37.9% | -39.8% |
| 1Y | -43.2% | +12.5% | -55.7% | -54.7% |
| 3Y | +191.0% | +61.4% | +129.6% | +13.1% |
| 5Y | +69.3% | +33.4% | +35.9% | +13.0% |
| All | +202.0% | +66.4% | +135.7% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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