-98.7%
IMA vs VOO
+112.2%
-210.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -9.2% | +0.1% | -9.3% | -9.3% |
| 30D | -15.7% | +0.1% | -15.7% | -15.7% |
| 3M | -14.8% | +2.0% | -16.8% | -16.6% |
| 6M | -21.1% | +13.0% | -34.2% | -30.5% |
| YTD | -29.7% | +13.6% | -43.3% | -38.3% |
| 1Y | -42.6% | +20.1% | -62.7% | -52.5% |
| 3Y | -91.6% | +77.6% | -169.2% | -95.7% |
| 5Y | -97.1% | +82.4% | -179.6% | -98.5% |
| All | -98.7% | +112.2% | -210.9% | -99.4% |
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