+863.0%
IRMD price history and return analytics
+224.5%
+638.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.1% |
| 7D | -2.3% | -0.7% | -1.6% | -1.7% |
| 30D | -3.2% | -1.7% | -1.5% | -1.7% |
| 3M | -2.4% | -2.3% | -0.1% | -0.5% |
| 6M | +3.2% | +1.5% | +1.6% | +1.5% |
| YTD | -10.4% | +12.0% | -22.5% | -19.0% |
| 1Y | +3.7% | +12.9% | -9.2% | -6.9% |
| 3Y | +129.1% | +74.9% | +54.1% | +42.0% |
| 5Y | +148.1% | +59.9% | +88.2% | +66.8% |
| 10Y | +863.0% | +224.6% | +638.4% | +251.6% |
| All | +863.0% | +224.5% | +638.5% | +251.7% |
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 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