+6.5%
IMF vs VOO
+37.9%
-31.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | +1.1% | -1.4% | +2.5% | +1.5% |
| 3M | +3.7% | +3.7% | 0.0% | +2.6% |
| 6M | +7.3% | +13.0% | -5.7% | +3.6% |
| YTD | +15.7% | +12.4% | +3.3% | +12.0% |
| 1Y | +22.7% | +18.6% | +4.1% | +16.8% |
| All | +6.5% | +37.9% | -31.4% | -2.6% |
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