+376.1%
IMO vs VOO
+812.0%
-435.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.7% |
| 7D | -2.2% | +0.5% | -2.7% | -2.7% |
| 30D | +5.7% | -0.9% | +6.6% | +6.5% |
| 3M | +7.7% | +3.9% | +3.8% | +3.5% |
| 6M | +12.2% | +14.5% | -2.3% | -2.1% |
| YTD | +54.5% | +13.0% | +41.6% | +36.5% |
| 1Y | +53.4% | +19.4% | +34.0% | +28.3% |
| 3Y | +144.1% | +78.9% | +65.2% | +36.9% |
| 5Y | +457.4% | +82.3% | +375.2% | +201.2% |
| 10Y | +430.1% | +314.2% | +115.8% | +26.0% |
| All | +376.1% | +812.0% | -435.8% | -51.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling