+52.8%
IONQ vs VRSN
+34.5%
+18.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.1% | +24.5% | +24.1% |
| 7D | +8.6% | +0.5% | +8.1% | +8.3% |
| 30D | -21.1% | +4.9% | -26.0% | -23.6% |
| 3M | -17.9% | +5.8% | -23.7% | -21.5% |
| 6M | -37.9% | +12.6% | -50.5% | -45.4% |
| YTD | -27.3% | +28.2% | -55.5% | -44.2% |
| 1Y | -43.2% | +30.4% | -73.6% | -57.5% |
| 3Y | +191.0% | +54.6% | +136.4% | +65.9% |
| All | +52.8% | +34.5% | +18.2% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling