IBKR performance vs benchmark

Track your IBKR performance against a benchmark

See how your investments performed with deposits and withdrawals taken out, and compare them with VWCE, the S&P 500 or any fund you hold. Free for one account.

Free to get started. No payment details needed. Try the demo without signing up.

Know your true return

DateWhat happenedAccount
1 JanuaryYou start with €100,000€100,000
30 JuneThe market falls 20%€80,000
1 JulyYou add €50,000€130,000
31 DecemberThe market rises 25%€162,500
Investment return (TWR) 0.0%

How your investments performed, regardless of when you added money. Use it to compare with a benchmark.

Your return (MWR) +10.0%

Your personal return, including the timing of your deposits and withdrawals.

Also see the fees you paid IBKR and your dividends after tax. Report in EUR, USD, CHF, CAD, AUD or GBP.

Benchmark your portfolio

Compare against one of these ETFs or any investment you hold. Benchmark dividends are included.

  1. VWCEVanguard FTSE All-World UCITS ETF (Acc)
  2. SXR8iShares Core S&P 500 UCITS ETF (Acc)
  3. EUNLiShares Core MSCI World UCITS ETF (Acc)
  4. XSX6Xtrackers STOXX Europe 600 UCITS ETF 1C
  5. EUNAiShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc)

Compare performance over any period

Chart your portfolio against the benchmark, from one month to your full history. Plus and Pro show how closely you track the market and how you perform when it rises or falls.

InteractiveFIRE performance path for a fictional portfolio, plotted against a world-index benchmark.
Fictional portfolio, shown for illustration. Past performance doesn’t predict future returns.

See your true performance

Free covers one IBKR account, benchmark comparison included. The first 25 people get Pro free. See pricing.