-99.3%
IMNN vs VOO
+80.3%
-179.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | -7.1% | -2.0% | -5.1% | -5.5% |
| 30D | -9.9% | -1.7% | -8.3% | -8.7% |
| 3M | -26.8% | +4.7% | -31.5% | -29.6% |
| 6M | -53.1% | +12.6% | -65.6% | -57.6% |
| YTD | -61.9% | +11.8% | -73.7% | -65.4% |
| 1Y | -74.1% | +17.5% | -91.6% | -77.5% |
| 3Y | -90.1% | +77.0% | -167.1% | -94.4% |
| 5Y | -99.3% | +82.6% | -181.9% | -99.6% |
| All | -99.3% | +80.3% | -179.6% | -99.6% |
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 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