-1.3%
IONQ vs VZ
+25.3%
-26.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.7% |
| 7D | +7.1% | +0.2% | +6.9% | +7.2% |
| 30D | -8.9% | +7.1% | -16.0% | -5.1% |
| 3M | -35.6% | +12.8% | -48.4% | -30.1% |
| 6M | +13.3% | +1.8% | +11.5% | +15.4% |
| YTD | -9.8% | +30.0% | -39.8% | +6.6% |
| 1Y | -1.3% | +24.3% | -25.6% | +10.8% |
| All | -1.3% | +25.3% | -26.6% | +10.8% |
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