-36.8%
IONQ vs VTR
+22.1%
-58.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -0.3% |
| 7D | +16.7% | +3.8% | +12.9% | +19.7% |
| 30D | -12.3% | +10.1% | -22.4% | -5.9% |
| 3M | -17.7% | -1.2% | -16.6% | -17.7% |
| 6M | -28.9% | +4.8% | -33.7% | -22.5% |
| YTD | -22.0% | +18.9% | -40.9% | -11.3% |
| 1Y | -36.8% | +21.8% | -58.7% | -28.4% |
| All | -36.8% | +22.1% | -58.9% | -28.4% |
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