+1,131.1%
IBKR vs VT
+355.4%
+775.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +0.2% | -0.1% | +0.3% | +0.4% |
| 30D | -11.7% | -3.1% | -8.6% | -8.7% |
| 3M | -14.3% | -3.5% | -10.8% | -10.8% |
| 6M | -7.9% | +0.5% | -8.4% | -7.6% |
| YTD | +21.0% | +10.8% | +10.2% | +11.4% |
| 1Y | +9.5% | +11.9% | -2.4% | +0.1% |
| 3Y | +282.8% | +73.0% | +209.8% | +135.6% |
| 5Y | +335.2% | +58.6% | +276.6% | +191.0% |
| 10Y | +813.0% | +219.2% | +593.8% | +228.8% |
| All | +1,131.1% | +355.4% | +775.7% | +232.7% |
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