+79.6%
IIM vs VOO
+806.9%
-727.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.7% | +0.3% |
| 7D | -0.1% | -0.9% | +0.8% | +0.1% |
| 30D | +6.6% | -2.3% | +8.9% | +7.0% |
| 3M | -8.8% | -1.2% | -7.7% | -8.6% |
| 6M | -3.5% | +3.3% | -6.8% | -4.1% |
| YTD | -2.4% | +12.3% | -14.7% | -4.5% |
| 1Y | -2.9% | +12.5% | -15.4% | -5.1% |
| 3Y | +28.7% | +79.2% | -50.5% | +15.1% |
| 5Y | -8.4% | +75.7% | -84.1% | -18.4% |
| 10Y | +34.4% | +313.7% | -279.3% | +7.2% |
| All | +79.6% | +806.9% | -727.3% | +38.8% |
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