+13.2%
IMMR vs VOO
+18.2%
-5.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.6% |
| 7D | -4.0% | -0.8% | -3.3% | -3.0% |
| 30D | -0.4% | -1.1% | +0.7% | +1.1% |
| 3M | +12.7% | +3.9% | +8.8% | +6.3% |
| 6M | +18.9% | +13.6% | +5.2% | -2.3% |
| YTD | +12.6% | +12.7% | -0.1% | -6.6% |
| 1Y | +13.2% | +17.6% | -4.4% | -16.8% |
| All | +13.2% | +18.2% | -5.0% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling