+1,411.5%
IRM vs VOO
+800.4%
+611.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +6.8% | +2.6% | +4.2% | +4.5% |
| 30D | +2.6% | -2.0% | +4.6% | +4.8% |
| 3M | -9.5% | -2.8% | -6.7% | -6.8% |
| 6M | -8.5% | +2.2% | -10.7% | -9.8% |
| YTD | +40.3% | +11.5% | +28.8% | +28.3% |
| 1Y | +28.7% | +13.5% | +15.2% | +16.1% |
| 3Y | +111.8% | +78.1% | +33.7% | +30.1% |
| 5Y | +189.1% | +73.1% | +116.0% | +81.2% |
| 10Y | +519.8% | +310.7% | +209.1% | +83.4% |
| All | +1,411.5% | +800.4% | +611.1% | +151.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling