-98.5%
IMDX vs VOO
+333.7%
-432.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | -9.9% | -0.6% | -9.3% | -9.2% |
| 30D | -26.7% | -3.6% | -23.1% | -23.2% |
| 3M | -48.2% | -2.7% | -45.5% | -46.2% |
| 6M | -50.7% | +2.2% | -52.9% | -50.9% |
| YTD | -67.1% | +10.9% | -78.0% | -69.8% |
| 1Y | -63.7% | +11.3% | -75.0% | -66.7% |
| 3Y | -11.2% | +76.9% | -88.1% | -54.8% |
| 5Y | -96.3% | +73.5% | -169.8% | -98.0% |
| 10Y | -97.3% | +307.7% | -405.0% | -99.6% |
| All | -98.5% | +333.7% | -432.2% | -99.8% |
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