+434.2%
IRM vs VOO
+325.3%
+108.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.3% |
| 7D | -1.4% | -0.8% | -0.7% | -0.7% |
| 30D | -7.4% | -1.1% | -6.3% | -6.5% |
| 3M | -7.4% | +3.9% | -11.2% | -10.5% |
| 6M | +8.7% | +13.6% | -5.0% | -2.7% |
| YTD | +40.9% | +12.7% | +28.2% | +27.0% |
| 1Y | +20.5% | +17.6% | +2.9% | +4.8% |
| 3Y | +101.7% | +77.3% | +24.4% | +23.5% |
| 5Y | +197.7% | +84.1% | +113.5% | +75.7% |
| All | +434.2% | +325.3% | +108.9% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling