+215.4%
IONQ vs VRSN
+47.4%
+167.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -3.3% |
| 7D | +15.3% | -1.2% | +16.5% | +16.1% |
| 30D | -6.1% | +3.8% | -9.9% | -8.5% |
| 3M | -21.6% | +9.5% | -31.1% | -26.8% |
| 6M | -40.1% | +10.3% | -50.4% | -46.2% |
| YTD | -24.1% | +30.5% | -54.6% | -42.2% |
| 1Y | -37.4% | +27.9% | -65.3% | -51.7% |
| 3Y | +219.5% | +54.3% | +165.2% | +89.3% |
| 5Y | +76.9% | +37.2% | +39.8% | +23.0% |
| All | +215.4% | +47.4% | +167.9% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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