+521.8%
IRM price history and return analytics
+222.7%
+299.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.5% |
| 7D | +8.6% | +2.9% | +5.7% | +5.8% |
| 30D | 0.0% | -2.5% | +2.5% | +2.8% |
| 3M | -7.1% | -3.3% | -3.8% | -3.7% |
| 6M | -7.9% | +1.5% | -9.4% | -8.8% |
| YTD | +41.3% | +11.4% | +29.9% | +28.7% |
| 1Y | +20.7% | +11.9% | +8.8% | +9.7% |
| 3Y | +112.2% | +73.9% | +38.3% | +30.2% |
| 5Y | +191.2% | +57.9% | +133.3% | +93.3% |
| All | +521.8% | +222.7% | +299.1% | +99.1% |
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