+2,864.5%
V vs IBKR
+1,728.7%
+1,135.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | -2.9% | +1.3% | -4.2% | -3.4% |
| 30D | +1.9% | -0.3% | +2.2% | +1.6% |
| 3M | +13.2% | +4.7% | +8.6% | +10.2% |
| 6M | +16.7% | +34.0% | -17.3% | +3.4% |
| YTD | +5.4% | +40.8% | -35.4% | -8.9% |
| 1Y | +7.7% | +45.7% | -38.1% | -9.0% |
| 3Y | +52.0% | +288.4% | -236.4% | -14.6% |
| 5Y | +67.7% | +487.2% | -419.4% | -21.7% |
| 10Y | +384.8% | +991.2% | -606.5% | +69.4% |
| All | +2,864.5% | +1,728.7% | +1,135.7% | +668.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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