+2,769.7%
IBKR vs VCIT
+98.3%
+2,671.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -3.3% | -0.3% | -2.9% | -3.4% |
| 30D | +4.5% | -0.8% | +5.2% | +4.3% |
| 3M | +6.5% | -1.0% | +7.5% | +6.2% |
| 6M | +34.2% | -1.8% | +36.0% | +33.3% |
| YTD | +44.5% | -0.7% | +45.2% | +44.0% |
| 1Y | +44.7% | +1.0% | +43.7% | +45.1% |
| 3Y | +306.7% | +18.8% | +287.9% | +330.6% |
| 5Y | +489.9% | +3.5% | +486.4% | +489.7% |
| 10Y | +1,019.5% | +29.2% | +990.3% | +1,211.0% |
| All | +2,769.7% | +98.3% | +2,671.4% | +4,576.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling