-37.4%
IONQ vs VTI
+13.2%
-50.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -7.3% |
| 7D | +15.3% | -0.7% | +16.0% | +18.6% |
| 30D | -6.1% | -1.9% | -4.2% | +2.1% |
| 3M | -21.6% | -1.4% | -20.2% | -15.9% |
| 6M | -40.1% | +3.5% | -43.6% | -44.7% |
| YTD | -24.1% | +12.6% | -36.7% | -46.2% |
| 1Y | -37.4% | +12.7% | -50.2% | -55.4% |
| All | -37.4% | +13.2% | -50.6% | -55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling