+304.7%
IONQ vs VTV
+80.5%
+224.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +4.4% |
| 7D | +7.1% | +0.3% | +6.8% | +6.3% |
| 30D | -8.9% | +0.1% | -9.1% | -9.3% |
| 3M | -35.6% | +6.2% | -41.8% | -44.5% |
| 6M | +13.3% | +13.5% | -0.2% | -15.3% |
| YTD | -9.8% | +18.9% | -28.7% | -39.3% |
| 1Y | -1.3% | +25.8% | -27.1% | -41.9% |
| 3Y | +109.3% | +68.7% | +40.5% | -31.3% |
| 5Y | +304.7% | +80.3% | +224.4% | +26.7% |
| All | +304.7% | +80.5% | +224.2% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling