+215.4%
IONQ vs VTI
+107.3%
+108.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -6.1% |
| 7D | +15.3% | -0.7% | +16.0% | +18.2% |
| 30D | -6.1% | -1.9% | -4.2% | +0.2% |
| 3M | -21.6% | -1.4% | -20.2% | -17.0% |
| 6M | -40.1% | +3.5% | -43.6% | -42.6% |
| YTD | -24.1% | +12.6% | -36.7% | -39.9% |
| 1Y | -37.4% | +12.7% | -50.2% | -50.0% |
| 3Y | +219.5% | +78.8% | +140.7% | -6.7% |
| 5Y | +76.9% | +67.2% | +9.8% | -30.0% |
| All | +215.4% | +107.3% | +108.1% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling