+2,434.1%
IBKR vs VCIT
+95.3%
+2,338.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.5% |
| 7D | +7.9% | -1.4% | +9.3% | +7.5% |
| 30D | -2.8% | +0.6% | -3.4% | -2.7% |
| 3M | -10.5% | -2.2% | -8.2% | -11.0% |
| 6M | -3.7% | -2.3% | -1.4% | -4.3% |
| YTD | +27.6% | -2.2% | +29.8% | +26.7% |
| 1Y | +22.5% | -1.4% | +23.9% | +22.0% |
| 3Y | +307.2% | +18.7% | +288.5% | +331.2% |
| 5Y | +357.7% | +3.6% | +354.1% | +358.7% |
| 10Y | +846.8% | +30.4% | +816.4% | +1,027.6% |
| All | +2,434.1% | +95.3% | +2,338.8% | +4,014.4% |
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