+71.3%
IMAX vs VOO
+315.9%
-244.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | +32.1% | +2.0% | +30.1% | +29.3% |
| 6M | +25.5% | +13.0% | +12.4% | +13.0% |
| YTD | +39.7% | +13.6% | +26.1% | +25.0% |
| 1Y | +76.8% | +20.1% | +56.7% | +51.0% |
| 3Y | +171.9% | +77.6% | +94.4% | +63.3% |
| 5Y | +239.1% | +82.4% | +156.6% | +99.8% |
| All | +71.3% | +315.9% | -244.6% | -48.7% |
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