+307.2%
IBKR vs VCIT
+19.0%
+288.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +7.9% | -1.4% | +9.3% | +7.9% |
| 30D | -2.8% | +0.6% | -3.4% | -2.9% |
| 3M | -10.5% | -2.2% | -8.2% | -10.5% |
| 6M | -3.7% | -2.3% | -1.4% | -3.8% |
| YTD | +27.6% | -2.2% | +29.8% | +27.2% |
| 1Y | +22.5% | -1.4% | +23.9% | +22.9% |
| 3Y | +307.2% | +18.7% | +288.5% | +441.4% |
| All | +307.2% | +19.0% | +288.2% | +441.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling