+44.7%
IBKR vs VSH
+118.1%
-73.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.4% |
| 7D | -3.3% | +4.1% | -7.3% | -4.2% |
| 30D | +4.5% | -4.2% | +8.6% | +5.2% |
| 3M | +6.5% | -50.0% | +56.5% | +24.4% |
| 6M | +34.2% | +80.2% | -46.0% | -5.5% |
| YTD | +44.5% | +121.1% | -76.6% | -7.1% |
| 1Y | +44.7% | +112.0% | -67.3% | -5.3% |
| All | +44.7% | +118.1% | -73.4% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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