+2,076.3%
IMOS vs VOO
+775.2%
+1,301.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.2% | -4.4% | -12.8% | -13.0% |
| 7D | -28.7% | -4.7% | -24.0% | -24.8% |
| 30D | -45.9% | -5.9% | -40.0% | -42.1% |
| 3M | -16.9% | -4.5% | -12.4% | -12.2% |
| 6M | -21.6% | +1.9% | -23.5% | -21.1% |
| YTD | +45.0% | +8.4% | +36.6% | +38.7% |
| 1Y | +98.7% | +9.5% | +89.2% | +88.1% |
| 3Y | +97.0% | +75.3% | +21.8% | +22.9% |
| 5Y | +61.9% | +67.9% | -5.9% | +4.2% |
| 10Y | +273.5% | +314.4% | -41.0% | -8.4% |
| All | +2,076.3% | +775.2% | +1,301.1% | +67.7% |
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