+990.2%
IBKR vs VOO
+325.3%
+664.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.2% |
| 7D | -1.3% | -0.8% | -0.6% | -0.5% |
| 30D | -0.2% | -1.1% | +0.8% | +1.1% |
| 3M | +3.0% | +3.9% | -0.9% | -1.1% |
| 6M | +33.9% | +13.6% | +20.2% | +17.3% |
| YTD | +42.5% | +12.7% | +29.8% | +26.6% |
| 1Y | +44.9% | +17.6% | +27.3% | +23.6% |
| 3Y | +293.0% | +77.3% | +215.7% | +124.6% |
| 5Y | +497.7% | +84.1% | +413.5% | +228.2% |
| All | +990.2% | +325.3% | +664.9% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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