+108.6%
IMOS vs VOO
+75.1%
+33.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.3% | +8.1% | +8.0% |
| 7D | +3.1% | -0.9% | +4.0% | +5.2% |
| 30D | -29.8% | -2.3% | -27.4% | -27.1% |
| 3M | -10.9% | -1.2% | -9.8% | -8.5% |
| 6M | -6.5% | +3.3% | -9.8% | -6.9% |
| YTD | +80.5% | +12.3% | +68.2% | +67.1% |
| 1Y | +142.0% | +12.5% | +129.5% | +123.3% |
| 3Y | +147.8% | +79.2% | +68.6% | +53.9% |
| 5Y | +108.6% | +75.7% | +32.9% | +30.9% |
| All | +108.6% | +75.1% | +33.4% | +30.9% |
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