+5,306.6%
IRM vs VSAT
+1,485.7%
+3,820.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.0% | -3.4% | +1.0% |
| 7D | -0.5% | +11.8% | -12.3% | -1.9% |
| 30D | -8.1% | -7.0% | -1.0% | -7.4% |
| 3M | -9.7% | +3.3% | -12.9% | -11.3% |
| 6M | +10.0% | +57.4% | -47.4% | +1.8% |
| YTD | +43.0% | +118.6% | -75.6% | +26.3% |
| 1Y | +32.7% | +150.2% | -117.6% | +14.4% |
| 3Y | +102.7% | +160.7% | -58.0% | +58.4% |
| 5Y | +187.6% | +51.2% | +136.4% | +131.6% |
| 10Y | +420.1% | -0.7% | +420.8% | +324.1% |
| All | +5,306.6% | +1,485.7% | +3,820.9% | +2,920.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling