-94.2%
IMDX vs VOO
+314.0%
-408.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +4.0% |
| 7D | +11.2% | +0.5% | +10.7% | +10.6% |
| 30D | -11.6% | -0.9% | -10.7% | -10.8% |
| 3M | -25.3% | +3.9% | -29.2% | -28.2% |
| 6M | -21.7% | +14.5% | -36.2% | -30.7% |
| YTD | -43.1% | +13.0% | -56.0% | -48.9% |
| 1Y | +71.5% | +19.4% | +52.1% | +46.0% |
| 3Y | +29.0% | +78.9% | -49.9% | -32.7% |
| 5Y | -94.7% | +82.3% | -177.0% | -97.2% |
| 10Y | -94.2% | +314.2% | -408.4% | -98.5% |
| All | -94.2% | +314.0% | -408.2% | -98.5% |
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