+80.9%
IMOS vs VOO
+82.6%
-1.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 7D | +3.9% | +0.1% | +3.8% | +3.7% |
| 30D | +12.9% | +0.1% | +12.9% | +12.8% |
| 3M | -8.7% | +2.0% | -10.7% | -9.7% |
| 6M | +55.0% | +13.0% | +42.0% | +40.2% |
| YTD | +97.0% | +13.6% | +83.4% | +77.4% |
| 1Y | +242.3% | +20.1% | +222.2% | +193.2% |
| 3Y | +165.5% | +77.6% | +87.9% | +62.2% |
| All | +80.9% | +82.6% | -1.7% | +6.5% |
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