+32.7%
IRM vs VIG
+16.9%
+15.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.3% |
| 7D | -0.5% | -0.4% | 0.0% | +0.2% |
| 30D | -8.1% | -1.0% | -7.1% | -6.9% |
| 3M | -9.7% | +2.8% | -12.4% | -13.5% |
| 6M | +10.0% | +8.2% | +1.8% | -2.9% |
| YTD | +43.0% | +11.0% | +32.0% | +20.5% |
| 1Y | +32.7% | +16.1% | +16.5% | +7.2% |
| All | +32.7% | +16.9% | +15.8% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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