+605.0%
IRDM vs VOO
+314.0%
+291.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | +2.3% | +0.5% | +1.8% | +1.7% |
| 30D | -4.3% | -0.9% | -3.3% | -3.3% |
| 3M | +1.0% | +3.9% | -2.9% | -3.1% |
| 6M | +100.9% | +14.5% | +86.4% | +73.5% |
| YTD | +177.6% | +13.0% | +164.6% | +142.9% |
| 1Y | +129.3% | +19.4% | +109.9% | +88.5% |
| 3Y | +6.7% | +78.9% | -72.1% | -46.1% |
| 5Y | +8.5% | +82.3% | -73.8% | -46.9% |
| 10Y | +605.0% | +314.2% | +290.8% | +13.6% |
| All | +605.0% | +314.0% | +291.0% | +13.6% |
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