+271.6%
IMCG vs VOO
+321.7%
-50.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -2.3% | -2.0% | -0.4% | -0.3% |
| 30D | -5.1% | -1.7% | -3.4% | -3.4% |
| 3M | +3.9% | +4.7% | -0.8% | -0.9% |
| 6M | +15.8% | +12.6% | +3.2% | +2.6% |
| YTD | +18.3% | +11.8% | +6.5% | +5.7% |
| 1Y | +15.5% | +17.5% | -2.0% | -2.1% |
| 3Y | +61.8% | +77.0% | -15.2% | -10.2% |
| 5Y | +36.2% | +82.6% | -46.4% | -26.1% |
| All | +271.6% | +321.7% | -50.2% | -10.1% |
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