+17.0%
IMMR vs VOO
+81.6%
-64.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | -1.3% | -0.4% | -1.0% | -0.9% |
| 30D | -3.9% | -1.4% | -2.5% | -2.4% |
| 3M | +17.9% | +3.7% | +14.2% | +13.1% |
| 6M | +22.2% | +13.0% | +9.2% | +7.2% |
| YTD | +13.3% | +12.4% | +0.8% | 0.0% |
| 1Y | +11.7% | +18.6% | -6.9% | -6.5% |
| 3Y | +21.7% | +78.1% | -56.4% | -32.0% |
| 5Y | +17.0% | +82.3% | -65.2% | -34.0% |
| All | +17.0% | +81.6% | -64.5% | -34.0% |
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