-98.7%
IMA vs VOO
+108.8%
-207.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +2.5% | -2.0% | +4.4% | +4.6% |
| 30D | -10.8% | -1.7% | -9.1% | -9.3% |
| 3M | -9.2% | +4.7% | -13.9% | -13.5% |
| 6M | -17.5% | +12.6% | -30.1% | -27.1% |
| YTD | -27.5% | +11.8% | -39.2% | -35.3% |
| 1Y | -43.8% | +17.5% | -61.4% | -52.5% |
| 3Y | -90.5% | +77.0% | -167.5% | -95.2% |
| 5Y | -96.8% | +82.6% | -179.4% | -98.4% |
| All | -98.7% | +108.8% | -207.5% | -99.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling