-91.4%
IMMP vs VOO
+82.6%
-174.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 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% | -9.7% |
| 6M | -86.8% | +13.0% | -99.8% | -88.2% |
| YTD | -87.4% | +13.6% | -101.0% | -88.8% |
| 1Y | -77.8% | +20.1% | -97.9% | -81.2% |
| 3Y | -81.2% | +77.6% | -158.8% | -90.0% |
| All | -91.4% | +82.6% | -174.0% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling