+1,428.5%
IBKR vs VNQ
+167.2%
+1,261.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.8% |
| 7D | -1.3% | -1.3% | -0.1% | -0.7% |
| 30D | -0.2% | -2.6% | +2.4% | +1.2% |
| 3M | +3.0% | -2.0% | +5.0% | +3.8% |
| 6M | +33.9% | +4.3% | +29.5% | +30.5% |
| YTD | +42.5% | +9.2% | +33.3% | +35.6% |
| 1Y | +44.9% | +5.6% | +39.3% | +40.3% |
| 3Y | +293.0% | +30.8% | +262.2% | +235.0% |
| 5Y | +497.7% | +8.0% | +489.7% | +459.1% |
| 10Y | +1,004.4% | +63.7% | +940.7% | +709.5% |
| All | +1,428.5% | +167.2% | +1,261.3% | +612.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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