+21.9%
IMAR vs VOO
+53.7%
-31.7%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -1.5% | -2.0% | +0.4% | -0.7% |
| 30D | -1.1% | -1.7% | +0.5% | -0.4% |
| 3M | +3.3% | +4.7% | -1.5% | +1.2% |
| 6M | +5.0% | +12.6% | -7.6% | -0.1% |
| YTD | +3.4% | +11.8% | -8.4% | -1.5% |
| 1Y | +7.3% | +17.5% | -10.3% | +0.2% |
| All | +21.9% | +53.7% | -31.7% | +0.6% |
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