+2,549.8%
IBKR vs VXUS
+176.5%
+2,373.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.1% |
| 7D | +1.3% | +0.3% | +1.0% | +1.1% |
| 30D | -0.3% | +0.7% | -1.0% | -0.7% |
| 3M | +4.7% | +4.8% | -0.1% | +0.7% |
| 6M | +34.0% | +11.3% | +22.7% | +22.6% |
| YTD | +40.8% | +16.5% | +24.3% | +24.1% |
| 1Y | +45.7% | +24.3% | +21.5% | +21.8% |
| 3Y | +288.4% | +74.5% | +213.9% | +142.7% |
| 5Y | +487.2% | +54.3% | +432.8% | +308.7% |
| 10Y | +991.2% | +150.1% | +841.1% | +425.1% |
| All | +2,549.8% | +176.5% | +2,373.3% | +1,060.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling