+265.9%
IONQ vs VO
+71.8%
+194.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.8% |
| 7D | +0.8% | -0.3% | +1.1% | +1.6% |
| 30D | -1.0% | -0.3% | -0.7% | +0.4% |
| 3M | -39.8% | +2.9% | -42.8% | -43.2% |
| 6M | +6.4% | +9.3% | -2.9% | -11.7% |
| YTD | -11.9% | +14.2% | -26.1% | -33.4% |
| 1Y | -6.2% | +15.3% | -21.4% | -29.8% |
| 3Y | +125.7% | +56.2% | +69.5% | -6.4% |
| 5Y | +296.0% | +42.4% | +253.6% | +132.9% |
| All | +265.9% | +71.8% | +194.1% | +75.8% |
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