+87.2%
IRMD price history and return analytics
+76.6%
+10.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | -2.3% | +1.0% | -3.3% | -3.1% |
| 30D | -8.5% | -0.2% | -8.3% | -8.4% |
| 3M | -10.4% | +4.5% | -14.9% | -14.0% |
| 6M | -14.1% | +14.1% | -28.2% | -23.8% |
| YTD | -12.7% | +14.8% | -27.4% | -23.1% |
| 1Y | +19.1% | +21.2% | -2.1% | -0.3% |
| 3Y | +87.2% | +76.6% | +10.6% | +11.0% |
| All | +87.2% | +76.6% | +10.6% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling