+603.1%
IRDM vs VT
+224.5%
+378.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.3% | +0.4% | +0.9% | +0.7% |
| 30D | -2.4% | +1.0% | -3.4% | -3.5% |
| 3M | -9.0% | +2.4% | -11.4% | -11.3% |
| 6M | +94.4% | +12.0% | +82.4% | +70.2% |
| YTD | +174.2% | +15.3% | +158.8% | +131.1% |
| 1Y | +96.8% | +22.6% | +74.2% | +53.9% |
| 3Y | +1.3% | +74.7% | -73.3% | -49.6% |
| 5Y | +9.8% | +66.1% | -56.4% | -41.6% |
| All | +603.1% | +224.5% | +378.6% | +57.6% |
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