+384.0%
IRDM price history and return analytics
+345.0%
+39.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -1.0% |
| 7D | -8.8% | -4.2% | -4.6% | -5.8% |
| 30D | -14.3% | -5.8% | -8.5% | -10.4% |
| 3M | -12.8% | -5.2% | -7.6% | -9.2% |
| 6M | +7.8% | +0.1% | +7.7% | +8.4% |
| YTD | +144.8% | +8.2% | +136.6% | +132.4% |
| 1Y | +138.7% | +10.1% | +128.6% | +124.0% |
| 3Y | +16.9% | +69.7% | -52.8% | -19.6% |
| 5Y | +5.2% | +53.4% | -48.2% | -22.0% |
| 10Y | +466.2% | +219.2% | +247.0% | +188.3% |
| All | +384.0% | +345.0% | +39.0% | +117.9% |
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