+185.5%
IRDM price history and return analytics
+12.5%
+173.1%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +3.0% |
| 7D | +5.2% | -0.1% | +5.3% | +5.2% |
| 30D | -2.8% | -3.1% | +0.2% | +1.3% |
| 3M | -6.2% | -3.5% | -2.7% | -1.5% |
| 6M | +12.0% | +0.5% | +11.5% | +11.7% |
| YTD | +168.8% | +10.8% | +158.0% | +130.1% |
| 1Y | +185.5% | +11.9% | +173.6% | +140.8% |
| All | +185.5% | +12.5% | +173.1% | +140.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling