+150.0%
IONQ vs VOO
+78.5%
+71.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -5.3% |
| 7D | -11.5% | +2.6% | -14.0% | -17.9% |
| 30D | -8.1% | -2.0% | -6.1% | -1.3% |
| 3M | -35.8% | -2.8% | -33.0% | -28.8% |
| 6M | -47.7% | +2.2% | -49.9% | -48.6% |
| YTD | -35.6% | +11.5% | -47.2% | -49.9% |
| 1Y | -36.4% | +13.5% | -49.9% | -52.5% |
| 3Y | +150.0% | +78.1% | +72.0% | -49.8% |
| All | +150.0% | +78.5% | +71.6% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling