-87.6%
IMMP vs VOO
+315.9%
-403.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.4% |
| 7D | -5.3% | +0.1% | -5.4% | -5.4% |
| 30D | -7.7% | +0.1% | -7.8% | -7.8% |
| 3M | -7.7% | +2.0% | -9.7% | -9.3% |
| 6M | -86.8% | +13.0% | -99.8% | -87.9% |
| YTD | -87.4% | +13.6% | -101.0% | -88.5% |
| 1Y | -77.8% | +20.1% | -97.9% | -80.7% |
| 3Y | -81.2% | +77.6% | -158.8% | -88.5% |
| 5Y | -91.8% | +82.4% | -174.2% | -95.0% |
| All | -87.6% | +315.9% | -403.5% | -95.2% |
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