+25.5%
IMDX vs VOO
+80.9%
-55.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -17.4% | +0.1% | -17.5% | -17.5% |
| 3M | -36.9% | +2.0% | -39.0% | -37.5% |
| 6M | -24.5% | +13.0% | -37.5% | -29.7% |
| YTD | -44.9% | +13.6% | -58.5% | -48.8% |
| 1Y | +67.2% | +20.1% | +47.1% | +53.8% |
| All | +25.5% | +80.9% | -55.3% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling