+977.6%
VRT vs IBKR
+495.5%
+482.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +1.9% |
| 7D | -8.4% | -1.3% | -7.0% | -7.3% |
| 30D | -10.9% | -0.2% | -10.6% | -11.2% |
| 3M | -13.7% | +3.0% | -16.6% | -16.4% |
| 6M | -4.1% | +33.9% | -38.0% | -24.9% |
| YTD | +58.7% | +42.5% | +16.2% | +17.3% |
| 1Y | +89.6% | +44.9% | +44.8% | +37.6% |
| 3Y | +558.1% | +293.0% | +265.1% | +120.2% |
| All | +977.6% | +495.5% | +482.1% | +165.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling