+37.4%
IRDM vs VOO
+78.5%
-41.1%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | +4.2% | +2.6% | +1.6% | +1.7% |
| 30D | +0.2% | -2.0% | +2.2% | +2.2% |
| 3M | -7.6% | -2.8% | -4.8% | -5.0% |
| 6M | +7.1% | +2.2% | +5.0% | +5.5% |
| YTD | +167.2% | +11.5% | +155.7% | +143.7% |
| 1Y | +180.5% | +13.5% | +167.0% | +152.3% |
| 3Y | +37.4% | +78.1% | -40.7% | -19.7% |
| All | +37.4% | +78.5% | -41.1% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling