+366.1%
IMO vs VOO
+817.1%
-451.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.7% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +3.1% | +0.1% | +3.1% | +3.0% |
| 3M | +1.8% | +2.0% | -0.2% | -0.5% |
| 6M | +9.1% | +13.0% | -4.0% | -3.6% |
| YTD | +51.3% | +13.6% | +37.7% | +33.0% |
| 1Y | +50.1% | +20.1% | +30.0% | +25.0% |
| 3Y | +138.9% | +77.6% | +61.4% | +35.0% |
| 5Y | +431.6% | +82.4% | +349.1% | +187.2% |
| 10Y | +418.9% | +316.8% | +102.1% | +22.7% |
| All | +366.1% | +817.1% | -451.0% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling