+990.2%
IBKR vs VO
+200.3%
+789.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.4% |
| 7D | -1.3% | -1.5% | +0.2% | +0.3% |
| 30D | -0.2% | -3.0% | +2.8% | +3.2% |
| 3M | +3.0% | +2.8% | +0.1% | +0.2% |
| 6M | +33.9% | +10.9% | +22.9% | +20.9% |
| YTD | +42.5% | +12.5% | +30.0% | +27.6% |
| 1Y | +44.9% | +12.0% | +32.9% | +30.8% |
| 3Y | +293.0% | +56.3% | +236.7% | +159.3% |
| 5Y | +497.7% | +42.9% | +454.7% | +328.6% |
| All | +990.2% | +200.3% | +789.9% | +261.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling