+57.4%
VZ vs IBKR
+304.9%
-247.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | +1.5% | +7.9% | -6.4% | +1.9% |
| 30D | +4.4% | -2.8% | +7.2% | +4.3% |
| 3M | -2.4% | -10.5% | +8.1% | -2.8% |
| 6M | +1.4% | -3.7% | +5.2% | +1.4% |
| YTD | +21.4% | +27.6% | -6.2% | +22.7% |
| 1Y | +20.3% | +22.5% | -2.2% | +21.5% |
| 3Y | +57.4% | +307.2% | -249.9% | +56.5% |
| All | +57.4% | +304.9% | -247.5% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling