+867.0%
IRMD price history and return analytics
+222.4%
+644.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.5% |
| 7D | +9.5% | +0.4% | +9.1% | +9.2% |
| 30D | -0.6% | -2.6% | +2.0% | +1.8% |
| 3M | -5.8% | -3.2% | -2.6% | -3.1% |
| 6M | +1.2% | +0.9% | +0.3% | +0.1% |
| YTD | -10.0% | +11.3% | -21.4% | -18.2% |
| 1Y | +4.5% | +14.0% | -9.5% | -6.9% |
| 3Y | +127.3% | +75.8% | +51.4% | +40.3% |
| 5Y | +152.4% | +57.8% | +94.6% | +71.5% |
| 10Y | +892.1% | +219.8% | +672.3% | +266.5% |
| All | +867.0% | +222.4% | +644.6% | +255.1% |
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 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