+990.2%
IBKR vs VTEB
+17.9%
+972.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.2% |
| 7D | -1.3% | -0.9% | -0.4% | -1.3% |
| 30D | -0.2% | -2.5% | +2.3% | 0.0% |
| 3M | +3.0% | -3.0% | +5.9% | +3.2% |
| 6M | +33.9% | -2.1% | +36.0% | +34.1% |
| YTD | +42.5% | -1.5% | +44.0% | +42.7% |
| 1Y | +44.9% | +0.2% | +44.7% | +45.1% |
| 3Y | +293.0% | +8.6% | +284.5% | +290.5% |
| 5Y | +497.7% | +1.2% | +496.5% | +502.0% |
| All | +990.2% | +17.9% | +972.3% | +1,293.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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