+139.3%
IMMX vs VOO
+14.7%
+124.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +0.8% |
| 7D | -1.9% | -0.7% | -1.2% | -0.7% |
| 30D | -21.3% | -1.1% | -20.3% | -19.8% |
| 3M | -14.6% | -0.3% | -14.2% | -14.1% |
| 6M | -15.9% | +7.4% | -23.3% | -25.8% |
| YTD | +52.4% | +13.4% | +39.0% | +21.5% |
| 1Y | +139.3% | +14.8% | +124.5% | +88.5% |
| All | +139.3% | +14.7% | +124.7% | +88.5% |
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 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