+178.7%
IMAX vs VOO
+78.8%
+99.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | -3.1% | -0.6% | -2.5% | -2.7% |
| 30D | -3.7% | -3.6% | -0.1% | -2.0% |
| 3M | -4.5% | -2.7% | -1.8% | -3.2% |
| 6M | +38.6% | +2.2% | +36.3% | +37.2% |
| YTD | +32.3% | +10.9% | +21.4% | +25.6% |
| 1Y | +37.2% | +11.3% | +25.8% | +29.9% |
| 3Y | +178.7% | +76.9% | +101.8% | +98.1% |
| All | +178.7% | +78.8% | +99.9% | +98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling