+6.6%
IMF vs VOO
+36.8%
-30.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.5% |
| 7D | +2.7% | +2.6% | +0.1% | +2.0% |
| 30D | -0.5% | -2.0% | +1.5% | 0.0% |
| 3M | +1.6% | -2.8% | +4.4% | +2.3% |
| 6M | +0.9% | +2.2% | -1.3% | +0.1% |
| YTD | +15.8% | +11.5% | +4.3% | +12.3% |
| 1Y | +20.6% | +13.5% | +7.1% | +16.2% |
| All | +6.6% | +36.8% | -30.2% | -2.4% |
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