+253.1%
IONQ vs VTI
+107.5%
+145.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -4.3% |
| 7D | +1.3% | -0.4% | +1.7% | +2.3% |
| 30D | -10.3% | -1.6% | -8.7% | -5.9% |
| 3M | -32.7% | +3.6% | -36.3% | -37.5% |
| 6M | +6.3% | +13.0% | -6.7% | -18.5% |
| YTD | -15.0% | +12.7% | -27.7% | -33.8% |
| 1Y | -13.3% | +18.4% | -31.7% | -39.4% |
| 3Y | +97.2% | +76.4% | +20.8% | -40.8% |
| 5Y | +278.7% | +73.7% | +205.1% | +41.5% |
| All | +253.1% | +107.5% | +145.7% | +4.3% |
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