+142.4%
IMAX vs VOO
+72.6%
+69.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +1.3% | +2.6% | -1.3% | -0.8% |
| 30D | -6.6% | -2.0% | -4.6% | -4.9% |
| 3M | -9.3% | -2.8% | -6.6% | -7.2% |
| 6M | +42.9% | +2.2% | +40.7% | +39.9% |
| YTD | +30.7% | +11.5% | +19.1% | +18.2% |
| 1Y | +37.5% | +13.5% | +24.0% | +22.4% |
| 3Y | +185.1% | +78.1% | +107.0% | +58.1% |
| All | +142.4% | +72.6% | +69.8% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling