+423.6%
IRM price history and return analytics
+226.9%
+196.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.2% |
| 7D | -1.8% | -2.0% | +0.2% | 0.0% |
| 30D | -7.8% | -1.4% | -6.3% | -6.5% |
| 3M | -7.9% | +4.7% | -12.6% | -11.8% |
| 6M | +6.3% | +11.4% | -5.0% | -3.6% |
| YTD | +38.2% | +13.1% | +25.1% | +23.5% |
| 1Y | +19.8% | +19.0% | +0.8% | +2.3% |
| 3Y | +98.8% | +73.9% | +24.8% | +21.3% |
| 5Y | +191.8% | +65.4% | +126.4% | +85.0% |
| All | +423.6% | +226.9% | +196.7% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling