+434.2%
IRM vs VSAT
+3.3%
+430.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -1.4% | -1.3% | -0.1% | -1.3% |
| 30D | -7.4% | -14.8% | +7.4% | -5.4% |
| 3M | -7.4% | +2.2% | -9.6% | -8.9% |
| 6M | +8.7% | +60.2% | -51.5% | -0.8% |
| YTD | +40.9% | +115.6% | -74.7% | +22.4% |
| 1Y | +20.5% | +132.9% | -112.4% | +2.8% |
| 3Y | +101.7% | +216.1% | -114.4% | +48.2% |
| 5Y | +197.7% | +52.9% | +144.7% | +136.4% |
| All | +434.2% | +3.3% | +430.9% | +304.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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