+274.7%
IONQ vs VOO
+120.6%
+154.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +3.9% |
| 7D | +7.1% | +0.5% | +6.6% | +5.5% |
| 30D | -8.9% | -0.9% | -8.0% | -6.3% |
| 3M | -35.6% | +3.9% | -39.4% | -40.7% |
| 6M | +13.3% | +14.5% | -1.3% | -16.3% |
| YTD | -9.8% | +13.0% | -22.8% | -30.5% |
| 1Y | -1.3% | +19.4% | -20.7% | -33.0% |
| 3Y | +109.3% | +78.9% | +30.4% | -39.8% |
| 5Y | +304.7% | +82.3% | +222.4% | +32.0% |
| All | +274.7% | +120.6% | +154.2% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling