+173.2%
IMCV vs VOO
+309.6%
-136.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +2.2% | +2.6% | -0.4% | -0.2% |
| 30D | +4.9% | -2.0% | +6.9% | +6.6% |
| 3M | +2.2% | -2.8% | +4.9% | +4.6% |
| 6M | +14.4% | +2.2% | +12.2% | +11.5% |
| YTD | +23.0% | +11.5% | +11.4% | +10.4% |
| 1Y | +27.0% | +13.5% | +13.5% | +12.1% |
| 3Y | +78.3% | +78.1% | +0.2% | +1.8% |
| 5Y | +64.4% | +73.1% | -8.7% | -4.1% |
| All | +173.2% | +309.6% | -136.4% | -34.7% |
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