+17.2%
VTI vs IRM
+22.0%
-4.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.5% |
| 7D | -0.9% | -1.4% | +0.5% | -0.6% |
| 30D | -1.4% | -7.4% | +5.9% | -0.1% |
| 3M | +3.6% | -7.4% | +10.9% | +4.7% |
| 6M | +13.6% | +8.7% | +4.9% | +11.0% |
| YTD | +12.9% | +40.9% | -28.0% | +5.0% |
| 1Y | +17.2% | +20.5% | -3.3% | +12.0% |
| All | +17.2% | +22.0% | -4.8% | +12.0% |
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