+304.7%
IONQ vs VTI
+73.8%
+230.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +4.0% |
| 7D | +7.1% | +0.6% | +6.5% | +5.2% |
| 30D | -8.9% | -1.1% | -7.8% | -5.7% |
| 3M | -35.6% | +3.9% | -39.5% | -40.9% |
| 6M | +13.3% | +14.6% | -1.4% | -17.7% |
| YTD | -9.8% | +13.3% | -23.1% | -31.8% |
| 1Y | -1.3% | +19.2% | -20.5% | -33.6% |
| 3Y | +109.3% | +77.4% | +31.9% | -43.2% |
| 5Y | +304.7% | +74.0% | +230.7% | +55.5% |
| All | +304.7% | +73.8% | +230.9% | +55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling