+44.7%
IBKR vs VG
+14.1%
+30.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.4% |
| 7D | -3.3% | +1.7% | -5.0% | -3.2% |
| 30D | +4.5% | +16.0% | -11.5% | +4.7% |
| 3M | +6.5% | +9.7% | -3.2% | +6.9% |
| 6M | +34.2% | +29.6% | +4.6% | +29.8% |
| YTD | +44.5% | +112.0% | -67.6% | +30.8% |
| 1Y | +44.7% | +12.8% | +31.9% | +39.9% |
| All | +44.7% | +14.1% | +30.6% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling