-21.6%
IMOS vs VOO
+2.1%
-23.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.2% | -4.4% | -12.8% | -2.4% |
| 7D | -28.7% | -4.7% | -24.0% | -14.7% |
| 30D | -45.9% | -5.9% | -40.0% | -32.1% |
| 3M | -16.9% | -4.5% | -12.4% | -0.7% |
| 6M | -21.6% | +1.9% | -23.5% | -23.3% |
| All | -21.6% | +2.1% | -23.7% | -23.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling