+2,731.0%
IBKR vs VCLT
+100.6%
+2,630.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.2% |
| 7D | -1.3% | -1.4% | 0.0% | -1.5% |
| 30D | -0.2% | -1.2% | +0.9% | -0.3% |
| 3M | +3.0% | -4.8% | +7.7% | +2.5% |
| 6M | +33.9% | -2.6% | +36.4% | +33.5% |
| YTD | +42.5% | -3.3% | +45.8% | +42.0% |
| 1Y | +44.9% | -4.8% | +49.7% | +44.1% |
| 3Y | +293.0% | +11.5% | +281.5% | +298.9% |
| 5Y | +497.7% | -17.0% | +514.6% | +477.8% |
| 10Y | +1,004.4% | +16.7% | +987.6% | +1,116.6% |
| All | +2,731.0% | +100.6% | +2,630.3% | +3,809.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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