+304.7%
IONQ vs VSXY
+21.5%
+283.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.9% | -1.4% | +1.3% |
| 7D | +7.1% | -6.8% | +13.9% | +8.8% |
| 30D | -8.9% | -20.4% | +11.5% | -3.5% |
| 3M | -35.6% | +2.9% | -38.5% | -37.2% |
| 6M | +13.3% | +67.9% | -54.7% | -8.9% |
| YTD | -9.8% | +44.9% | -54.7% | -24.4% |
| 1Y | -1.3% | +205.9% | -207.2% | -37.1% |
| 3Y | +109.3% | +373.9% | -264.6% | +3.6% |
| 5Y | +304.7% | +23.5% | +281.2% | +241.2% |
| All | +304.7% | +21.5% | +283.2% | +241.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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