+227.2%
IONQ vs VRSN
+43.6%
+183.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.3% | +8.9% |
| 7D | +25.5% | -0.8% | +26.3% | +26.1% |
| 30D | -11.4% | +0.7% | -12.1% | -11.9% |
| 3M | -20.5% | +4.1% | -24.6% | -23.2% |
| 6M | -28.2% | +6.7% | -34.9% | -34.1% |
| YTD | -21.2% | +27.1% | -48.3% | -39.0% |
| 1Y | -40.4% | +28.0% | -68.3% | -54.5% |
| 3Y | +214.7% | +52.6% | +162.1% | +85.9% |
| 5Y | +56.9% | +33.3% | +23.5% | +11.3% |
| All | +227.2% | +43.6% | +183.7% | +91.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling