+6.6%
IIM vs VOO
+17.3%
-10.7%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -2.4% | -2.0% | -0.4% | -1.9% |
| 30D | -3.8% | -1.7% | -2.1% | -3.3% |
| 3M | -2.7% | +4.7% | -7.4% | -4.0% |
| 6M | -4.4% | +12.6% | -17.0% | -8.4% |
| YTD | +3.0% | +11.8% | -8.7% | -1.2% |
| 1Y | +6.6% | +17.5% | -11.0% | -0.2% |
| All | +6.6% | +17.3% | -10.7% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling