+1,318.9%
IBKR price history and return analytics
+364.8%
+954.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.1% |
| 7D | -3.8% | -2.0% | -1.8% | -1.9% |
| 30D | -0.3% | -1.4% | +1.1% | +1.3% |
| 3M | +4.8% | +4.7% | 0.0% | +0.4% |
| 6M | +30.8% | +11.4% | +19.4% | +18.7% |
| YTD | +39.5% | +13.1% | +26.4% | +25.3% |
| 1Y | +43.7% | +19.0% | +24.6% | +23.3% |
| 3Y | +284.7% | +73.9% | +210.7% | +134.1% |
| 5Y | +484.9% | +65.4% | +419.5% | +274.4% |
| 10Y | +980.8% | +225.4% | +755.4% | +280.5% |
| All | +1,318.9% | +364.8% | +954.0% | +274.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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