+185.7%
IONQ vs VOO
+118.6%
+67.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.3% | -9.1% | -8.5% |
| 7D | +16.8% | +3.3% | +13.5% | +7.4% |
| 30D | -11.1% | -2.7% | -8.5% | -3.3% |
| 3M | -31.7% | -1.7% | -30.0% | -27.2% |
| 6M | -44.8% | +3.1% | -47.9% | -46.7% |
| YTD | -31.2% | +11.9% | -43.2% | -45.0% |
| 1Y | -39.1% | +12.1% | -51.2% | -50.9% |
| 3Y | +189.5% | +78.6% | +110.9% | -15.6% |
| 5Y | +53.2% | +73.8% | -20.6% | -45.7% |
| All | +185.7% | +118.6% | +67.1% | -25.1% |
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