+108.3%
IONQ vs VRSN
+44.8%
+63.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | -1.0% | -0.2% | -0.9% | -0.9% |
| 3M | -39.8% | -0.3% | -39.5% | -39.3% |
| 6M | +6.4% | +23.0% | -16.5% | +1.1% |
| YTD | -11.9% | +21.3% | -33.3% | -17.0% |
| 1Y | -6.2% | +6.7% | -12.9% | -7.8% |
| All | +108.3% | +44.8% | +63.5% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling