+409.8%
IRMD price history and return analytics
+229.8%
+180.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | -1.5% | -1.1% | -0.4% | -0.5% |
| 30D | -5.7% | -1.0% | -4.7% | -4.9% |
| 3M | -14.4% | +3.2% | -17.5% | -16.9% |
| 6M | -18.1% | +12.5% | -30.5% | -26.4% |
| YTD | -14.9% | +14.1% | -29.0% | -24.6% |
| 1Y | +12.2% | +18.9% | -6.7% | -4.2% |
| 3Y | +83.3% | +74.1% | +9.2% | +11.8% |
| 5Y | +162.4% | +66.9% | +95.6% | +67.7% |
| All | +409.8% | +229.8% | +180.0% | +27.7% |
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