+145.9%
IMO vs VOO
+77.0%
+69.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.4% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | +2.7% | -1.4% | +4.1% | +3.4% |
| 3M | +11.1% | +3.7% | +7.4% | +8.7% |
| 6M | +11.4% | +13.0% | -1.7% | +3.3% |
| YTD | +54.8% | +12.4% | +42.4% | +43.9% |
| 1Y | +50.0% | +18.6% | +31.4% | +34.5% |
| All | +145.9% | +77.0% | +69.0% | +80.4% |
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