+109.0%
VSH vs IRM
+20.9%
+88.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.8% | +0.3% |
| 7D | +2.8% | -1.8% | +4.6% | +4.2% |
| 30D | -6.0% | -7.8% | +1.7% | +0.3% |
| 3M | -42.6% | -7.9% | -34.8% | -38.6% |
| 6M | +82.1% | +6.3% | +75.8% | +80.7% |
| YTD | +117.5% | +38.2% | +79.4% | +87.1% |
| 1Y | +109.0% | +19.8% | +89.2% | +103.0% |
| All | +109.0% | +20.9% | +88.1% | +103.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling