+65.5%
QBTS vs ITOT
+115.0%
-49.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.5% |
| 7D | +1.3% | -0.9% | +2.2% | +2.8% |
| 30D | -19.0% | -1.5% | -17.5% | -16.9% |
| 3M | -29.5% | +3.6% | -33.0% | -32.0% |
| 6M | -11.2% | +13.7% | -24.9% | -23.0% |
| YTD | -35.8% | +12.9% | -48.7% | -43.2% |
| 1Y | +1.7% | +17.2% | -15.5% | -12.7% |
| 3Y | +1,470.1% | +75.6% | +1,394.5% | +879.8% |
| 5Y | +72.3% | +75.5% | -3.2% | +8.0% |
| All | +65.5% | +115.0% | -49.4% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling