+279.0%
IMMX vs VOO
+74.3%
+204.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | +45.8% | +0.1% | +45.7% | +45.5% |
| 3M | +65.2% | +2.0% | +63.2% | +61.4% |
| 6M | +62.5% | +13.0% | +49.5% | +42.5% |
| YTD | +166.0% | +13.6% | +152.4% | +132.1% |
| 1Y | +535.2% | +20.1% | +515.1% | +426.4% |
| 3Y | +507.4% | +77.6% | +429.9% | +248.1% |
| All | +279.0% | +74.3% | +204.7% | +217.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling