-97.1%
IMDX vs VOO
+317.9%
-415.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | -2.2% |
| 7D | -12.6% | +0.1% | -12.7% | -12.7% |
| 30D | -25.8% | -3.3% | -22.5% | -22.8% |
| 3M | -48.2% | -2.4% | -45.8% | -46.5% |
| 6M | -50.1% | +2.6% | -52.7% | -50.4% |
| YTD | -66.7% | +11.3% | -77.9% | -69.3% |
| 1Y | -59.9% | +13.4% | -73.4% | -63.7% |
| 3Y | -7.3% | +80.3% | -87.6% | -51.6% |
| 5Y | -96.5% | +72.7% | -169.2% | -98.0% |
| 10Y | -97.1% | +310.0% | -407.1% | -99.0% |
| All | -97.1% | +317.9% | -415.0% | -99.0% |
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