+167.2%
IONQ vs VTI
+78.6%
+88.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.4% | -9.0% | -8.1% |
| 7D | +16.8% | +3.4% | +13.4% | +5.9% |
| 30D | -11.1% | -2.3% | -8.9% | -3.4% |
| 3M | -31.7% | -2.2% | -29.6% | -25.6% |
| 6M | -44.8% | +3.3% | -48.0% | -47.2% |
| YTD | -31.2% | +12.1% | -43.3% | -46.7% |
| 1Y | -39.1% | +12.2% | -51.4% | -52.4% |
| All | +167.2% | +78.6% | +88.6% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling