-96.8%
IMA vs VOO
+81.6%
-178.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +1.0% | -0.4% | +1.4% | +1.3% |
| 30D | -12.4% | -1.4% | -11.0% | -11.2% |
| 3M | -9.7% | +3.7% | -13.4% | -13.1% |
| 6M | -15.4% | +13.0% | -28.4% | -25.4% |
| YTD | -27.4% | +12.4% | -39.8% | -35.5% |
| 1Y | -45.5% | +18.6% | -64.1% | -54.2% |
| 3Y | -90.5% | +78.1% | -168.5% | -95.2% |
| 5Y | -96.8% | +82.3% | -179.0% | -98.3% |
| All | -96.8% | +81.6% | -178.4% | -98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling