+44.3%
IMMP vs VOO
+317.9%
-273.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.3% | +11.4% | +11.5% |
| 7D | +23.8% | +0.1% | +23.7% | +24.2% |
| 30D | +4.7% | -3.3% | +8.0% | +8.7% |
| 3M | -51.3% | -2.4% | -48.9% | -49.8% |
| 6M | -57.8% | +2.6% | -60.4% | -58.7% |
| YTD | +32.9% | +11.3% | +21.6% | +23.5% |
| 1Y | +124.9% | +13.4% | +111.4% | +105.7% |
| 3Y | +113.5% | +80.3% | +33.2% | +29.7% |
| 5Y | +2.2% | +72.7% | -70.6% | -35.7% |
| 10Y | +44.3% | +310.0% | -265.7% | -40.5% |
| All | +44.3% | +317.9% | -273.6% | -40.5% |
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