+645.9%
VST vs IBKR
+357.6%
+288.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.6% |
| 7D | +19.2% | +11.8% | +7.3% | +12.1% |
| 30D | -17.2% | -7.0% | -10.1% | -13.7% |
| 3M | -8.1% | -11.2% | +3.0% | -2.7% |
| 6M | -8.1% | -3.7% | -4.5% | -7.7% |
| YTD | -16.3% | +26.8% | -43.1% | -28.8% |
| 1Y | -24.1% | +12.3% | -36.5% | -31.0% |
| 3Y | +300.2% | +301.2% | -1.0% | +114.6% |
| 5Y | +645.9% | +355.1% | +290.8% | +265.7% |
| All | +645.9% | +357.6% | +288.3% | +265.7% |
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