+576.3%
IMCB vs VOO
+777.9%
-201.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -2.3% | -2.7% | +0.4% | +0.4% |
| 30D | -0.8% | -5.4% | +4.6% | +4.9% |
| 3M | -2.9% | -4.1% | +1.2% | +1.2% |
| 6M | +4.7% | +0.7% | +4.0% | +3.7% |
| YTD | +16.6% | +8.7% | +7.8% | +6.7% |
| 1Y | +18.9% | +11.0% | +8.0% | +6.6% |
| 3Y | +68.7% | +75.5% | -6.7% | -6.1% |
| 5Y | +43.0% | +68.4% | -25.4% | -17.0% |
| 10Y | +202.4% | +315.7% | -113.3% | -31.1% |
| All | +576.3% | +777.9% | -201.6% | -31.9% |
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