+75.8%
IMMP vs VOO
+75.5%
+0.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.3% | +23.9% | +23.8% |
| 7D | +9.2% | -2.7% | +11.9% | +13.1% |
| 30D | -17.7% | -5.4% | -12.4% | -11.8% |
| 3M | -56.1% | -4.1% | -52.0% | -53.6% |
| 6M | -62.0% | +0.7% | -62.8% | -62.2% |
| YTD | +16.8% | +8.7% | +8.1% | +9.7% |
| 1Y | +102.4% | +11.0% | +91.5% | +87.5% |
| 3Y | +75.8% | +75.5% | +0.3% | +12.1% |
| All | +75.8% | +75.5% | +0.3% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling