+446.8%
IMMX vs VOO
+18.2%
+428.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.3% | -5.8% |
| 7D | -12.7% | -0.8% | -12.0% | -11.6% |
| 30D | +6.8% | -1.1% | +7.8% | +8.5% |
| 3M | +49.9% | +3.9% | +46.0% | +39.6% |
| 6M | +16.1% | +13.6% | +2.4% | -8.0% |
| YTD | +132.1% | +12.7% | +119.4% | +84.4% |
| 1Y | +446.8% | +17.6% | +429.3% | +290.5% |
| All | +446.8% | +18.2% | +428.7% | +290.5% |
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