+120.6%
VLO vs IBKR
+10.3%
+110.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.5% | -6.3% | -5.7% |
| 7D | -6.0% | -6.8% | +0.8% | -6.2% |
| 30D | -12.9% | -12.5% | -0.3% | -13.2% |
| 3M | +18.3% | -12.0% | +30.4% | +17.8% |
| 6M | +46.4% | -4.5% | +51.0% | +45.6% |
| YTD | +127.7% | +21.5% | +106.3% | +120.2% |
| 1Y | +120.6% | +10.6% | +110.0% | +115.1% |
| All | +120.6% | +10.3% | +110.3% | +115.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling