+84.5%
IMMX vs VOO
+78.5%
+6.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.3% |
| 7D | -2.7% | +2.6% | -5.3% | -6.0% |
| 30D | -7.9% | -2.0% | -5.9% | -4.5% |
| 3M | -28.2% | -2.8% | -25.4% | -24.8% |
| 6M | -25.3% | +2.2% | -27.4% | -27.1% |
| YTD | +49.9% | +11.5% | +38.4% | +30.1% |
| 1Y | +117.2% | +13.5% | +103.7% | +84.6% |
| 3Y | +84.5% | +78.1% | +6.4% | -15.2% |
| All | +84.5% | +78.5% | +6.0% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling