+1,428.5%
IBKR vs VTV
+410.9%
+1,017.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.4% |
| 7D | -1.3% | -1.1% | -0.3% | -0.2% |
| 30D | -0.2% | -1.0% | +0.8% | +0.9% |
| 3M | +3.0% | +4.6% | -1.7% | -1.8% |
| 6M | +33.9% | +13.5% | +20.4% | +17.7% |
| YTD | +42.5% | +18.5% | +24.0% | +20.2% |
| 1Y | +44.9% | +22.9% | +22.0% | +17.9% |
| 3Y | +293.0% | +67.8% | +225.2% | +135.1% |
| 5Y | +497.7% | +81.8% | +415.8% | +231.2% |
| 10Y | +1,004.4% | +233.0% | +771.4% | +233.7% |
| All | +1,428.5% | +410.9% | +1,017.6% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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