+814.4%
VOO vs IRM
+1,429.9%
-615.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.9% |
| 7D | +3.3% | +8.6% | -5.3% | +0.7% |
| 30D | -2.7% | 0.0% | -2.7% | -2.9% |
| 3M | -1.7% | -7.1% | +5.4% | +0.1% |
| 6M | +3.1% | -7.9% | +11.0% | +5.0% |
| YTD | +11.9% | +41.3% | -29.4% | -1.0% |
| 1Y | +12.1% | +20.7% | -8.7% | +3.9% |
| 3Y | +78.6% | +112.2% | -33.6% | +34.7% |
| 5Y | +73.8% | +191.2% | -117.4% | +16.9% |
| 10Y | +312.3% | +524.3% | -212.0% | +110.2% |
| All | +814.4% | +1,429.9% | -615.5% | +269.8% |
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