+827.8%
VOO vs IRM
+1,448.3%
-620.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.9% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +0.1% | -8.1% | +8.1% | +2.5% |
| 3M | +2.0% | -9.7% | +11.7% | +4.8% |
| 6M | +13.0% | +10.0% | +3.0% | +8.9% |
| YTD | +13.6% | +43.0% | -29.4% | +0.4% |
| 1Y | +20.1% | +32.7% | -12.6% | +8.1% |
| 3Y | +77.6% | +102.7% | -25.2% | +36.2% |
| 5Y | +82.4% | +187.6% | -105.1% | +23.4% |
| 10Y | +316.8% | +420.1% | -103.3% | +123.4% |
| All | +827.8% | +1,448.3% | -620.6% | +274.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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