-44.7%
IONQ vs VZ
+24.4%
-69.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -0.3% |
| 7D | -8.9% | +6.9% | -15.8% | -5.2% |
| 30D | -31.3% | +2.3% | -33.5% | -29.6% |
| 3M | -29.2% | 0.0% | -29.2% | -28.3% |
| 6M | -35.4% | +0.2% | -35.7% | -33.5% |
| YTD | -34.2% | +20.9% | -55.1% | -24.6% |
| 1Y | -44.7% | +25.2% | -69.9% | -36.6% |
| All | -44.7% | +24.4% | -69.1% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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