+1,197.8%
IBKR vs VT
+356.5%
+841.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +7.9% | +2.4% | +5.5% | +5.5% |
| 30D | -2.8% | -1.5% | -1.3% | -1.0% |
| 3M | -10.5% | -4.1% | -6.3% | -6.1% |
| 6M | -3.7% | +0.6% | -4.3% | -3.5% |
| YTD | +27.6% | +11.0% | +16.5% | +17.2% |
| 1Y | +22.5% | +13.3% | +9.2% | +10.5% |
| 3Y | +307.2% | +73.4% | +233.8% | +150.2% |
| 5Y | +357.7% | +57.4% | +300.2% | +208.3% |
| 10Y | +846.8% | +221.7% | +625.1% | +238.8% |
| All | +1,197.8% | +356.5% | +841.3% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling