+169.7%
VEA vs IBKR
+2,113.9%
-1,944.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.4% |
| 7D | -1.5% | -1.3% | -0.1% | -1.0% |
| 30D | -0.8% | -0.2% | -0.6% | -1.0% |
| 3M | +2.5% | +3.0% | -0.5% | +0.9% |
| 6M | +11.1% | +33.9% | -22.7% | +0.2% |
| YTD | +17.2% | +42.5% | -25.3% | +3.0% |
| 1Y | +24.5% | +44.9% | -20.4% | +8.2% |
| 3Y | +75.4% | +293.0% | -217.6% | +4.0% |
| 5Y | +61.1% | +497.7% | -436.6% | -20.0% |
| 10Y | +163.1% | +1,004.4% | -841.3% | -2.5% |
| All | +169.7% | +2,113.9% | -1,944.2% | -34.5% |
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