+610.9%
VTI vs IBKR
+1,349.8%
-738.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.1% |
| 7D | -0.9% | -1.3% | +0.4% | -0.4% |
| 30D | -1.4% | -0.2% | -1.2% | -1.7% |
| 3M | +3.6% | +3.0% | +0.6% | +1.7% |
| 6M | +13.6% | +33.9% | -20.3% | +1.4% |
| YTD | +12.9% | +42.5% | -29.6% | -1.9% |
| 1Y | +17.2% | +44.9% | -27.6% | +0.6% |
| 3Y | +75.7% | +293.0% | -217.3% | +2.1% |
| 5Y | +75.4% | +497.7% | -422.2% | -14.7% |
| 10Y | +303.3% | +1,004.4% | -701.1% | +48.7% |
| All | +610.9% | +1,349.8% | -738.9% | +86.3% |
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