+34.0%
IBKR vs VXUS
+14.1%
+20.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.2% |
| 7D | +1.3% | +0.3% | +1.0% | +1.0% |
| 30D | -0.3% | +0.7% | -1.0% | -0.9% |
| 3M | +4.7% | +4.8% | -0.1% | -1.2% |
| 6M | +34.0% | +11.3% | +22.7% | +16.1% |
| All | +34.0% | +14.1% | +20.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 6mo: compounded portfolio wealth divided by compounded VXUS 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…
6mo analysis · Full analysis span regression · 6 months rolling