+535.2%
IMMX vs VOO
+20.9%
+514.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | +45.8% | +0.1% | +45.7% | +45.3% |
| 3M | +65.2% | +2.0% | +63.2% | +60.0% |
| 6M | +62.5% | +13.0% | +49.5% | +30.1% |
| YTD | +166.0% | +13.6% | +152.4% | +108.6% |
| 1Y | +535.2% | +20.1% | +515.1% | +293.8% |
| All | +535.2% | +20.9% | +514.2% | +293.8% |
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