+441.5%
IMO vs VOO
+325.3%
+116.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.3% |
| 7D | +1.1% | -0.8% | +1.8% | +1.7% |
| 30D | +0.1% | -1.1% | +1.2% | +1.0% |
| 3M | +8.0% | +3.9% | +4.1% | +4.0% |
| 6M | +9.2% | +13.6% | -4.5% | -3.4% |
| YTD | +52.9% | +12.7% | +40.2% | +36.2% |
| 1Y | +44.5% | +17.6% | +26.9% | +23.7% |
| 3Y | +142.9% | +77.3% | +65.6% | +41.0% |
| 5Y | +447.2% | +84.1% | +363.1% | +201.1% |
| All | +441.5% | +325.3% | +116.2% | +43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling