+28.7%
IRM vs VEU
+12.4%
+16.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | +6.8% | +2.1% | +4.7% | +4.6% |
| 30D | +2.6% | -0.9% | +3.5% | +3.9% |
| 3M | -9.5% | -5.4% | -4.1% | -4.5% |
| 6M | -8.5% | -1.8% | -6.7% | -6.7% |
| YTD | +40.3% | +10.9% | +29.3% | +20.0% |
| 1Y | +28.7% | +13.6% | +15.1% | +5.1% |
| All | +28.7% | +12.4% | +16.2% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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