-96.3%
IMCC vs VOO
+18.9%
-115.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.2% |
| 7D | -33.7% | -0.4% | -33.3% | -33.7% |
| 30D | -49.0% | -1.4% | -47.6% | -48.0% |
| 3M | -73.8% | +3.7% | -77.5% | -74.9% |
| 6M | -91.8% | +13.0% | -104.8% | -92.2% |
| YTD | -95.2% | +12.4% | -107.7% | -95.4% |
| 1Y | -96.3% | +18.6% | -114.9% | -96.9% |
| All | -96.3% | +18.9% | -115.2% | -96.9% |
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 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 · 6 months rolling