+2.0%
IBKR vs VIG
+15.3%
-13.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.3% | -3.3% | +0.2% |
| 7D | -11.1% | -2.0% | -9.1% | -7.3% |
| 30D | -19.7% | +2.7% | -22.4% | -24.4% |
| 3M | -18.0% | +0.3% | -18.3% | -18.7% |
| 6M | -13.2% | +7.6% | -20.8% | -26.7% |
| YTD | +13.4% | +12.5% | +0.9% | -13.5% |
| 1Y | +2.0% | +14.8% | -12.8% | -26.6% |
| All | +2.0% | +15.3% | -13.3% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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