+231.9%
IMAX vs VOO
+775.2%
-543.3%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.4% | -2.6% | -2.9% |
| 7D | -6.3% | -4.7% | -1.5% | -1.7% |
| 30D | -4.8% | -5.9% | +1.1% | +0.9% |
| 3M | -4.9% | -4.5% | -0.4% | -0.7% |
| 6M | +34.7% | +1.9% | +32.8% | +31.6% |
| YTD | +30.2% | +8.4% | +21.8% | +19.3% |
| 1Y | +43.4% | +9.5% | +34.0% | +30.0% |
| 3Y | +158.3% | +75.3% | +83.1% | +42.9% |
| 5Y | +132.0% | +67.9% | +64.1% | +34.9% |
| 10Y | +55.0% | +314.4% | -259.4% | -68.0% |
| All | +231.9% | +775.2% | -543.3% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling