+10.6%
IBKR vs VSH
+62.1%
-51.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +1.8% |
| 7D | -6.8% | -13.6% | +6.9% | -3.4% |
| 30D | -12.5% | -30.4% | +17.8% | -5.0% |
| 3M | -12.0% | -33.3% | +21.2% | -4.3% |
| 6M | -4.5% | -15.1% | +10.5% | -10.7% |
| YTD | +21.5% | +80.2% | -58.8% | -20.6% |
| 1Y | +10.6% | +63.4% | -52.7% | -24.8% |
| All | +10.6% | +62.1% | -51.4% | -24.8% |
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