+635.6%
IMKTA vs VOO
+807.8%
-172.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -0.5% | -0.4% | -0.2% | -0.3% |
| 30D | -5.3% | -1.4% | -3.9% | -4.5% |
| 3M | -12.6% | +3.7% | -16.4% | -14.9% |
| 6M | -3.2% | +13.0% | -16.2% | -11.1% |
| YTD | +18.8% | +12.4% | +6.4% | +9.3% |
| 1Y | +18.4% | +18.6% | -0.2% | +4.9% |
| 3Y | +10.9% | +78.1% | -67.1% | -27.0% |
| 5Y | +21.5% | +82.3% | -60.8% | -22.6% |
| 10Y | +139.3% | +322.5% | -183.2% | -32.4% |
| All | +635.6% | +807.8% | -172.3% | -22.3% |
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