+265.9%
IONQ vs VTEB
+3.2%
+262.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.1% |
| 7D | +0.8% | -0.8% | +1.6% | +3.4% |
| 30D | -1.0% | -1.3% | +0.3% | +3.6% |
| 3M | -39.8% | -2.1% | -37.7% | -35.2% |
| 6M | +6.4% | -1.7% | +8.1% | +13.4% |
| YTD | -11.9% | -0.6% | -11.4% | -9.3% |
| 1Y | -6.2% | +3.1% | -9.2% | -13.7% |
| 3Y | +125.7% | +9.2% | +116.5% | +73.3% |
| 5Y | +296.0% | +2.2% | +293.8% | +202.9% |
| All | +265.9% | +3.2% | +262.7% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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