+20.9%
VZ vs IBKR
+43.6%
-22.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.4% | +0.4% |
| 7D | -1.2% | -3.8% | +2.6% | -1.6% |
| 30D | +5.7% | -0.3% | +6.0% | +5.8% |
| 3M | +8.2% | +4.8% | +3.5% | +9.0% |
| 6M | +1.7% | +30.8% | -29.1% | +5.4% |
| YTD | +28.9% | +39.5% | -10.6% | +33.4% |
| All | +20.9% | +43.6% | -22.7% | +25.1% |
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