+25.8%
VZ vs IBKR
+485.9%
-460.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.3% |
| 7D | -1.0% | +1.3% | -2.3% | -0.9% |
| 30D | +5.8% | -0.3% | +6.1% | +5.8% |
| 3M | +10.5% | +4.7% | +5.8% | +10.5% |
| 6M | +1.8% | +34.0% | -32.2% | +1.8% |
| YTD | +28.3% | +40.8% | -12.5% | +27.9% |
| 1Y | +22.0% | +45.7% | -23.8% | +21.5% |
| 3Y | +81.8% | +288.4% | -206.5% | +70.7% |
| All | +25.8% | +485.9% | -460.0% | +14.1% |
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 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