+596.9%
IMCB vs VOO
+817.1%
-220.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | +4.0% | +2.0% | +2.0% | +1.8% |
| 6M | +13.4% | +13.0% | +0.4% | -0.1% |
| YTD | +20.1% | +13.6% | +6.5% | +5.3% |
| 1Y | +21.4% | +20.1% | +1.3% | +0.5% |
| 3Y | +62.6% | +77.6% | -14.9% | -10.4% |
| 5Y | +52.6% | +82.4% | -29.8% | -18.4% |
| 10Y | +191.8% | +316.8% | -125.0% | -33.5% |
| All | +596.9% | +817.1% | -220.2% | -32.8% |
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