-99.9%
IMCC vs VOO
+185.3%
-285.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.4% | -9.6% | -9.8% |
| 7D | -41.9% | +0.1% | -42.0% | -42.1% |
| 30D | -47.2% | +0.1% | -47.3% | -47.3% |
| 3M | -77.6% | +2.0% | -79.6% | -77.7% |
| 6M | -90.6% | +13.0% | -103.6% | -91.2% |
| YTD | -95.3% | +13.6% | -108.8% | -95.6% |
| 1Y | -96.8% | +20.1% | -116.9% | -97.1% |
| 3Y | -98.7% | +77.6% | -176.2% | -99.1% |
| 5Y | -100.0% | +82.4% | -182.4% | -100.0% |
| All | -99.9% | +185.3% | -285.2% | -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 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