+426.1%
IRDM vs VOO
+798.5%
-372.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | -0.3% |
| 7D | +3.1% | +0.1% | +3.0% | +2.9% |
| 30D | -5.0% | -3.3% | -1.7% | -1.4% |
| 3M | -9.4% | -2.4% | -7.0% | -6.9% |
| 6M | +9.4% | +2.6% | +6.8% | +6.9% |
| YTD | +162.6% | +11.3% | +151.4% | +134.2% |
| 1Y | +174.2% | +13.4% | +160.8% | +139.3% |
| 3Y | +29.1% | +80.3% | -51.2% | -34.4% |
| 5Y | +12.8% | +72.7% | -60.0% | -40.3% |
| 10Y | +445.7% | +310.0% | +135.6% | +11.1% |
| All | +426.1% | +798.5% | -372.4% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling