+53.2%
IONQ vs VXUS
+46.3%
+6.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.9% | -8.5% | -7.1% |
| 7D | +16.8% | +2.3% | +14.5% | +10.9% |
| 30D | -11.1% | -2.2% | -8.9% | -5.1% |
| 3M | -31.7% | -5.4% | -26.3% | -20.6% |
| 6M | -44.8% | -1.2% | -43.5% | -40.7% |
| YTD | -31.2% | +10.4% | -41.6% | -43.1% |
| 1Y | -39.1% | +11.8% | -51.0% | -51.1% |
| 3Y | +189.5% | +68.4% | +121.1% | -10.2% |
| 5Y | +53.2% | +45.9% | +7.3% | -12.7% |
| All | +53.2% | +46.3% | +6.8% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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