+10.6%
IBKR vs VO
+16.3%
-5.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | -1.2% |
| 7D | -6.8% | +1.0% | -7.8% | -8.6% |
| 30D | -12.5% | +2.6% | -15.2% | -16.8% |
| 3M | -12.0% | -0.3% | -11.8% | -11.3% |
| 6M | -4.5% | +7.6% | -12.1% | -17.6% |
| YTD | +21.5% | +14.7% | +6.7% | -8.3% |
| 1Y | +10.6% | +16.4% | -5.8% | -19.1% |
| All | +10.6% | +16.3% | -5.6% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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