-41.5%
IMCR vs VOO
+77.4%
-118.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.8% | -3.5% |
| 7D | -9.8% | -0.8% | -9.0% | -9.3% |
| 30D | -6.2% | -1.1% | -5.1% | -5.5% |
| 3M | +13.9% | +3.9% | +10.0% | +10.5% |
| 6M | +0.2% | +13.6% | -13.4% | -9.0% |
| YTD | -6.1% | +12.7% | -18.8% | -14.3% |
| 1Y | -10.9% | +17.6% | -28.4% | -21.1% |
| 3Y | -41.5% | +77.3% | -118.8% | -64.4% |
| All | -41.5% | +77.4% | -118.9% | -64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling