-98.6%
IMCC vs VOO
+12.1%
-110.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.3% |
| 7D | -11.0% | +2.6% | -13.5% | -15.0% |
| 30D | -57.9% | -2.0% | -55.9% | -55.9% |
| 3M | -85.4% | -2.8% | -82.7% | -84.5% |
| 6M | -92.5% | +2.2% | -94.6% | -92.4% |
| YTD | -98.6% | +11.5% | -110.2% | -98.6% |
| 1Y | -98.6% | +13.5% | -112.0% | -98.5% |
| All | -98.6% | +12.1% | -110.7% | -98.5% |
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