+25.2%
IMMP vs VOO
+309.9%
-284.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.3% | +23.9% | +23.9% |
| 7D | +9.2% | -2.7% | +11.9% | +12.3% |
| 30D | -17.7% | -5.4% | -12.4% | -13.0% |
| 3M | -56.1% | -4.1% | -52.0% | -54.1% |
| 6M | -62.0% | +0.7% | -62.8% | -62.3% |
| YTD | +16.8% | +8.7% | +8.1% | +10.7% |
| 1Y | +102.4% | +11.0% | +91.5% | +88.7% |
| 3Y | +75.8% | +75.5% | +0.3% | +9.3% |
| 5Y | -30.6% | +68.4% | -98.9% | -55.3% |
| All | +25.2% | +309.9% | -284.7% | -46.8% |
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