+73.1%
IMC vs VOO
+3.9%
+69.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.7% | +1.6% | -26.4% | -28.5% |
| 7D | -20.1% | -0.7% | -19.4% | -17.3% |
| 30D | +8.3% | -1.1% | +9.4% | +13.2% |
| 3M | +8.0% | -0.3% | +8.4% | +8.1% |
| All | +73.1% | +3.9% | +69.2% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling