+1,086.0%
IRM vs VEU
+192.1%
+893.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.3% |
| 7D | -0.5% | +1.1% | -1.6% | -1.2% |
| 30D | -8.1% | +2.2% | -10.3% | -9.5% |
| 3M | -9.7% | +3.0% | -12.6% | -11.6% |
| 6M | +10.0% | +10.9% | -0.9% | +2.2% |
| YTD | +43.0% | +18.2% | +24.8% | +26.9% |
| 1Y | +32.7% | +28.3% | +4.4% | +11.4% |
| 3Y | +102.7% | +74.6% | +28.1% | +37.6% |
| 5Y | +187.6% | +56.4% | +131.2% | +109.9% |
| 10Y | +420.1% | +153.0% | +267.1% | +171.8% |
| All | +1,086.0% | +192.1% | +893.9% | +395.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling