+278.7%
IONQ vs VRSK
-10.8%
+289.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.2% | -6.3% |
| 7D | +1.3% | -5.4% | +6.7% | +3.2% |
| 30D | -10.3% | -1.8% | -8.6% | -10.2% |
| 3M | -32.7% | -2.2% | -30.5% | -34.0% |
| 6M | +6.3% | -14.9% | +21.2% | +11.4% |
| YTD | -15.0% | -20.0% | +5.0% | -7.9% |
| 1Y | -13.3% | -33.1% | +19.8% | +4.5% |
| 3Y | +97.2% | -25.6% | +122.8% | +94.4% |
| 5Y | +278.7% | -10.1% | +288.9% | +231.5% |
| All | +278.7% | -10.8% | +289.5% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 5y: compounded portfolio wealth divided by compounded VRSK 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…
5y analysis · Full analysis span regression · 6 months rolling