+94.2%
IMNM vs VOO
+149.6%
-55.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.9% |
| 7D | -4.4% | -0.4% | -4.1% | -3.9% |
| 30D | +1.7% | -1.4% | +3.1% | +3.8% |
| 3M | +42.0% | +3.7% | +38.3% | +34.3% |
| 6M | +22.5% | +13.0% | +9.4% | +2.5% |
| YTD | +21.6% | +12.4% | +9.2% | +2.5% |
| 1Y | +183.6% | +18.6% | +165.0% | +123.2% |
| 3Y | +249.7% | +78.1% | +171.6% | +62.9% |
| 5Y | +44.1% | +82.3% | -38.2% | -29.4% |
| All | +94.2% | +149.6% | -55.4% | -30.5% |
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 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