+475.7%
IRDM vs VOO
+314.4%
+161.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.0% |
| 7D | +7.9% | -0.9% | +8.9% | +9.1% |
| 30D | +0.5% | -2.3% | +2.8% | +3.2% |
| 3M | -3.9% | -1.2% | -2.8% | -2.6% |
| 6M | +10.3% | +3.3% | +7.0% | +6.8% |
| YTD | +175.5% | +12.3% | +163.2% | +142.7% |
| 1Y | +188.4% | +12.5% | +175.9% | +153.8% |
| 3Y | +40.5% | +79.2% | -38.7% | -29.0% |
| 5Y | +19.0% | +75.7% | -56.7% | -38.8% |
| 10Y | +475.7% | +313.7% | +162.0% | -10.6% |
| All | +475.7% | +314.4% | +161.3% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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