-44.7%
IONQ vs VTR
+22.5%
-67.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | +0.2% |
| 7D | -8.9% | +10.0% | -18.9% | -2.7% |
| 30D | -31.3% | +9.6% | -40.9% | -26.6% |
| 3M | -29.2% | -1.2% | -28.0% | -29.1% |
| 6M | -35.4% | +2.8% | -38.2% | -30.3% |
| YTD | -34.2% | +17.4% | -51.6% | -26.7% |
| 1Y | -44.7% | +22.0% | -66.7% | -39.4% |
| All | -44.7% | +22.5% | -67.1% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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