+30.2%
IMKTA vs VOO
+81.3%
-51.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.6% |
| 7D | -0.7% | -2.0% | +1.2% | +0.1% |
| 30D | -5.4% | -1.7% | -3.7% | -4.7% |
| 3M | -12.2% | +4.7% | -17.0% | -14.0% |
| 6M | -2.1% | +12.6% | -14.6% | -7.2% |
| YTD | +20.4% | +11.8% | +8.6% | +14.3% |
| 1Y | +21.7% | +17.5% | +4.2% | +12.8% |
| 3Y | +12.4% | +77.0% | -64.6% | -15.3% |
| All | +30.2% | +81.3% | -51.1% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling