+990.2%
IRM price history and return analytics
+355.4%
+634.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -5.1% | -0.1% | -4.9% | -4.6% |
| 30D | -3.3% | -3.1% | -0.2% | -0.4% |
| 3M | -8.2% | -3.5% | -4.7% | -5.0% |
| 6M | -12.8% | +0.5% | -13.2% | -12.7% |
| YTD | +36.6% | +10.8% | +25.8% | +26.4% |
| 1Y | +11.9% | +11.9% | 0.0% | +2.8% |
| 3Y | +105.1% | +73.0% | +32.1% | +33.4% |
| 5Y | +182.4% | +58.6% | +123.8% | +96.8% |
| 10Y | +505.1% | +219.2% | +286.0% | +142.8% |
| All | +990.2% | +355.4% | +634.7% | +227.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling