+718.4%
VTV vs IRM
+1,658.9%
-940.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +0.3% | +1.6% | -1.3% | -0.3% |
| 30D | +0.1% | -4.2% | +4.3% | +1.4% |
| 3M | +6.2% | -5.4% | +11.6% | +7.7% |
| 6M | +13.5% | +12.0% | +1.5% | +8.3% |
| YTD | +18.9% | +42.0% | -23.2% | +4.3% |
| 1Y | +25.8% | +29.9% | -4.1% | +13.1% |
| 3Y | +68.7% | +104.4% | -35.6% | +26.5% |
| 5Y | +80.3% | +191.0% | -110.7% | +17.2% |
| 10Y | +226.3% | +417.1% | -190.8% | +64.7% |
| All | +718.4% | +1,658.9% | -940.5% | +158.8% |
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