+550.3%
IMCV vs VOO
+798.5%
-248.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | +5.4% | -3.3% | +8.7% | +8.6% |
| 3M | +3.4% | -2.4% | +5.8% | +5.5% |
| 6M | +13.7% | +2.6% | +11.1% | +10.3% |
| YTD | +22.5% | +11.3% | +11.3% | +9.8% |
| 1Y | +27.0% | +13.4% | +13.5% | +11.7% |
| 3Y | +79.0% | +80.3% | -1.3% | -0.5% |
| 5Y | +64.0% | +72.7% | -8.7% | -5.5% |
| 10Y | +179.7% | +310.0% | -130.4% | -32.3% |
| All | +550.3% | +798.5% | -248.2% | -32.2% |
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