+12.2%
IMDX vs VOO
+75.5%
-63.3%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.0% |
| 7D | -15.9% | -2.7% | -13.2% | -13.7% |
| 30D | -28.0% | -5.4% | -22.7% | -24.2% |
| 3M | -48.1% | -4.1% | -44.1% | -45.9% |
| 6M | -50.5% | +0.7% | -51.2% | -49.5% |
| YTD | -66.8% | +8.7% | -75.5% | -67.6% |
| 1Y | -61.7% | +11.0% | -72.7% | -62.8% |
| 3Y | +12.2% | +75.5% | -63.3% | +3.1% |
| All | +12.2% | +75.5% | -63.3% | +3.1% |
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