+405.3%
IRDM vs VT
+356.1%
+49.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -3.9% | -1.6% | -2.3% | -2.7% |
| 30D | -10.4% | -2.5% | -7.9% | -8.7% |
| 3M | -8.9% | -1.3% | -7.6% | -7.9% |
| 6M | +11.9% | +3.1% | +8.9% | +10.1% |
| YTD | +155.6% | +10.9% | +144.6% | +138.3% |
| 1Y | +144.7% | +12.1% | +132.6% | +126.7% |
| 3Y | +22.0% | +73.9% | -51.9% | -17.5% |
| 5Y | +12.1% | +58.0% | -45.9% | -18.7% |
| 10Y | +502.5% | +225.5% | +277.1% | +201.9% |
| All | +405.3% | +356.1% | +49.2% | +123.3% |
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