+235.4%
IMMX vs VOO
+72.6%
+162.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.6% |
| 7D | -11.8% | -0.4% | -11.5% | -11.4% |
| 30D | +21.5% | -1.4% | +22.9% | +23.3% |
| 3M | +53.7% | +3.7% | +50.0% | +47.4% |
| 6M | +21.5% | +13.0% | +8.5% | +6.7% |
| YTD | +135.4% | +12.4% | +122.9% | +107.9% |
| 1Y | +439.9% | +18.6% | +421.3% | +353.8% |
| 3Y | +371.6% | +78.1% | +293.6% | +170.3% |
| All | +235.4% | +72.6% | +162.9% | +184.1% |
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