-100.0%
IMCC vs VOO
+82.3%
-182.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.7% |
| 7D | -32.2% | +0.5% | -32.7% | -32.5% |
| 30D | -47.7% | -0.9% | -46.8% | -47.5% |
| 3M | -77.9% | +3.9% | -81.8% | -78.3% |
| 6M | -91.3% | +14.5% | -105.8% | -91.9% |
| YTD | -95.3% | +13.0% | -108.3% | -95.6% |
| 1Y | -96.5% | +19.4% | -115.9% | -96.8% |
| 3Y | -98.6% | +78.9% | -177.4% | -99.0% |
| 5Y | -100.0% | +82.3% | -182.2% | -100.0% |
| All | -100.0% | +82.3% | -182.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling