+449.1%
IRDM vs VOO
+817.1%
-368.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | -9.0% | +2.0% | -11.1% | -10.7% |
| 6M | +94.4% | +13.0% | +81.4% | +70.7% |
| YTD | +174.2% | +13.6% | +160.6% | +138.9% |
| 1Y | +96.8% | +20.1% | +76.7% | +61.2% |
| 3Y | +1.3% | +77.6% | -76.2% | -47.5% |
| 5Y | +9.8% | +82.4% | -72.7% | -45.5% |
| 10Y | +562.4% | +316.8% | +245.6% | +32.5% |
| All | +449.1% | +817.1% | -368.0% | -55.7% |
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 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