-13.3%
IONQ vs VTR
+34.7%
-48.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -6.1% |
| 7D | +1.3% | -2.9% | +4.2% | -0.6% |
| 30D | -10.3% | -2.8% | -7.5% | -12.1% |
| 3M | -32.7% | +9.0% | -41.7% | -28.8% |
| 6M | +6.3% | +5.0% | +1.4% | +13.8% |
| YTD | -15.0% | +16.9% | -31.9% | -3.0% |
| 1Y | -13.3% | +34.3% | -47.6% | +20.5% |
| All | -13.3% | +34.7% | -48.0% | +20.5% |
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