-39.1%
IONQ vs VRT
+15.2%
-54.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.5% | -10.9% | -10.1% |
| 7D | +16.8% | +18.6% | -1.9% | +7.2% |
| 30D | -11.1% | -11.7% | +0.5% | -7.0% |
| 3M | -31.7% | -27.3% | -4.4% | -21.6% |
| 6M | -44.8% | -42.9% | -1.9% | -29.6% |
| YTD | -31.2% | +29.5% | -60.7% | -45.8% |
| 1Y | -39.1% | +21.0% | -60.2% | -49.4% |
| All | -39.1% | +15.2% | -54.4% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling