-100.0%
IMCC vs VOO
+178.5%
-278.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.2% |
| 7D | -15.5% | -0.6% | -14.9% | -14.7% |
| 30D | -61.3% | -3.6% | -57.6% | -60.0% |
| 3M | -84.3% | -2.7% | -81.6% | -83.9% |
| 6M | -91.6% | +2.2% | -93.9% | -91.6% |
| YTD | -98.5% | +10.9% | -109.4% | -98.6% |
| 1Y | -98.6% | +11.3% | -109.9% | -98.6% |
| 3Y | -99.3% | +76.9% | -176.2% | -99.5% |
| 5Y | -100.0% | +73.5% | -173.5% | -100.0% |
| All | -100.0% | +178.5% | -278.5% | -100.0% |
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