-89.7%
IMNN vs VOO
+77.0%
-166.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.7% |
| 7D | -3.2% | -0.4% | -2.8% | -3.0% |
| 30D | -7.4% | -1.4% | -6.0% | -6.8% |
| 3M | -25.2% | +3.7% | -29.0% | -26.5% |
| 6M | -51.6% | +13.0% | -64.6% | -54.3% |
| YTD | -60.4% | +12.4% | -72.8% | -62.5% |
| 1Y | -74.1% | +18.6% | -92.7% | -76.0% |
| All | -89.7% | +77.0% | -166.6% | -91.6% |
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