+195.7%
IMCB vs VOO
+311.2%
-115.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +2.8% | +3.3% | -0.5% | -0.5% |
| 30D | +0.8% | -2.7% | +3.5% | +3.5% |
| 3M | -1.9% | -1.7% | -0.1% | -0.2% |
| 6M | +8.8% | +3.1% | +5.7% | +5.3% |
| YTD | +19.9% | +11.9% | +7.9% | +6.7% |
| 1Y | +19.7% | +12.1% | +7.7% | +6.4% |
| 3Y | +72.9% | +78.6% | -5.6% | -5.2% |
| 5Y | +46.2% | +73.8% | -27.6% | -17.6% |
| All | +195.7% | +311.2% | -115.5% | -32.0% |
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