+450.7%
IMO vs VOO
+80.3%
+370.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -0.4% | -2.0% | +1.6% | +0.9% |
| 30D | +1.4% | -1.7% | +3.1% | +2.5% |
| 3M | +9.3% | +4.7% | +4.6% | +5.7% |
| 6M | +12.0% | +12.6% | -0.5% | +2.9% |
| YTD | +53.9% | +11.8% | +42.1% | +42.0% |
| 1Y | +46.0% | +17.5% | +28.5% | +29.9% |
| 3Y | +143.1% | +77.0% | +66.1% | +61.2% |
| 5Y | +450.7% | +82.6% | +368.1% | +250.8% |
| All | +450.7% | +80.3% | +370.4% | +250.8% |
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 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