+503.6%
IBKR vs VWO
+34.0%
+469.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.6% |
| 7D | -1.3% | -1.8% | +0.4% | +0.3% |
| 30D | -0.2% | -0.1% | -0.1% | -0.1% |
| 3M | +3.0% | +2.2% | +0.7% | +1.0% |
| 6M | +33.9% | +8.8% | +25.1% | +24.6% |
| YTD | +42.5% | +12.4% | +30.1% | +29.5% |
| 1Y | +44.9% | +15.6% | +29.3% | +29.0% |
| 3Y | +293.0% | +62.5% | +230.5% | +164.4% |
| All | +503.6% | +34.0% | +469.6% | +411.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 5y: compounded portfolio wealth divided by compounded VWO 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…
5y analysis · Full analysis span regression · 6 months rolling