+18.5%
IMNM vs VOO
+82.8%
-64.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.4% |
| 7D | -7.8% | -0.8% | -7.0% | -6.7% |
| 30D | -11.9% | -1.1% | -10.8% | -10.4% |
| 3M | +34.4% | +3.9% | +30.5% | +26.8% |
| 6M | +15.3% | +13.6% | +1.6% | -4.3% |
| YTD | +14.9% | +12.7% | +2.1% | -3.6% |
| 1Y | +154.9% | +17.6% | +137.3% | +102.8% |
| 3Y | +215.9% | +77.3% | +138.6% | +49.2% |
| All | +18.5% | +82.8% | -64.3% | -38.3% |
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 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