-47.7%
IONQ vs VTRS
+23.4%
-71.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.7% | -7.1% | -7.0% |
| 7D | -11.5% | +4.6% | -16.0% | -14.1% |
| 30D | -8.1% | +19.4% | -27.5% | -15.9% |
| 3M | -35.8% | +30.8% | -66.6% | -42.5% |
| 6M | -47.7% | +21.6% | -69.4% | -49.7% |
| All | -47.7% | +23.4% | -71.1% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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