+517.3%
IRM price history and return analytics
+221.8%
+295.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +6.8% | +2.4% | +4.4% | +4.5% |
| 30D | +2.6% | -1.5% | +4.1% | +4.5% |
| 3M | -9.5% | -4.1% | -5.3% | -5.4% |
| 6M | -8.5% | +0.6% | -9.0% | -8.6% |
| YTD | +40.3% | +11.0% | +29.2% | +28.1% |
| 1Y | +28.7% | +13.3% | +15.3% | +15.4% |
| 3Y | +111.8% | +73.4% | +38.4% | +30.3% |
| 5Y | +189.1% | +57.4% | +131.7% | +92.4% |
| All | +517.3% | +221.8% | +295.5% | +98.2% |
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