+689.1%
IMCG vs VOO
+817.1%
-128.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -1.9% | +0.1% | -2.0% | -2.0% |
| 3M | +0.4% | +2.0% | -1.6% | -1.6% |
| 6M | +15.6% | +13.0% | +2.5% | +1.8% |
| YTD | +21.1% | +13.6% | +7.5% | +6.2% |
| 1Y | +18.5% | +20.1% | -1.6% | -2.0% |
| 3Y | +61.7% | +77.6% | -15.9% | -11.2% |
| 5Y | +36.8% | +82.4% | -45.6% | -26.3% |
| 10Y | +274.6% | +316.8% | -42.2% | -15.0% |
| All | +689.1% | +817.1% | -128.0% | -26.1% |
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 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