+51.0%
IMAX vs VOO
+306.9%
-255.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.4% |
| 7D | -3.1% | -0.6% | -2.5% | -2.5% |
| 30D | -3.7% | -3.6% | -0.1% | -0.7% |
| 3M | -4.5% | -2.7% | -1.8% | -2.3% |
| 6M | +38.6% | +2.2% | +36.3% | +35.6% |
| YTD | +32.3% | +10.9% | +21.4% | +20.8% |
| 1Y | +37.2% | +11.3% | +25.8% | +24.7% |
| 3Y | +178.7% | +76.9% | +101.8% | +68.1% |
| 5Y | +138.8% | +73.5% | +65.3% | +46.7% |
| 10Y | +51.0% | +307.7% | -256.7% | -59.3% |
| All | +51.0% | +306.9% | -255.9% | -59.3% |
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