-40.1%
IONQ vs VTI
+3.8%
-43.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -7.3% |
| 7D | +15.3% | -0.7% | +16.0% | +18.5% |
| 30D | -6.1% | -1.9% | -4.2% | +2.4% |
| 3M | -21.6% | -1.4% | -20.2% | -15.8% |
| 6M | -40.1% | +3.5% | -43.6% | -45.6% |
| All | -40.1% | +3.8% | -43.9% | -45.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling