+37.1%
IMCG vs VOO
+81.6%
-44.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.3% |
| 7D | -0.1% | -0.4% | +0.3% | +0.3% |
| 30D | -3.6% | -1.4% | -2.3% | -2.1% |
| 3M | +2.7% | +3.7% | -1.0% | -1.3% |
| 6M | +16.4% | +13.0% | +3.4% | +1.7% |
| YTD | +19.7% | +12.4% | +7.3% | +5.3% |
| 1Y | +16.6% | +18.6% | -2.0% | -3.3% |
| 3Y | +63.7% | +78.1% | -14.3% | -14.3% |
| 5Y | +37.1% | +82.3% | -45.2% | -29.1% |
| All | +37.1% | +81.6% | -44.5% | -29.1% |
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 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