+554.9%
IMCV vs VOO
+806.9%
-252.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | -0.6% |
| 7D | -0.5% | -0.9% | +0.4% | +0.2% |
| 30D | +5.6% | -2.3% | +8.0% | +7.8% |
| 3M | +3.5% | -1.2% | +4.7% | +4.4% |
| 6M | +14.5% | +3.3% | +11.2% | +10.3% |
| YTD | +23.4% | +12.3% | +11.1% | +9.6% |
| 1Y | +26.4% | +12.5% | +13.9% | +12.1% |
| 3Y | +78.4% | +79.2% | -0.8% | -0.2% |
| 5Y | +65.2% | +75.7% | -10.5% | -6.4% |
| 10Y | +178.8% | +313.7% | -134.9% | -33.1% |
| All | +554.9% | +806.9% | -252.1% | -32.3% |
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