+2,545.5%
VRT vs IBKR
+532.6%
+2,013.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.1% |
| 7D | +2.4% | +1.3% | +1.1% | +1.6% |
| 30D | -2.7% | -0.3% | -2.3% | -2.9% |
| 3M | -9.2% | +4.7% | -13.8% | -12.2% |
| 6M | -0.5% | +34.0% | -34.5% | -17.7% |
| YTD | +62.3% | +40.8% | +21.5% | +29.7% |
| 1Y | +109.6% | +45.7% | +63.8% | +63.7% |
| 3Y | +573.1% | +288.4% | +284.7% | +206.4% |
| 5Y | +953.6% | +487.2% | +466.5% | +287.8% |
| All | +2,545.5% | +532.6% | +2,013.0% | +696.9% |
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