+165.9%
IMPP vs VOO
+78.5%
+87.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -3.3% | +2.6% | -5.9% | -4.4% |
| 30D | -17.0% | -2.0% | -15.0% | -16.2% |
| 3M | -6.2% | -2.8% | -3.5% | -5.1% |
| 6M | -11.7% | +2.2% | -13.9% | -12.7% |
| YTD | +20.4% | +11.5% | +8.9% | +14.2% |
| 1Y | -26.5% | +13.5% | -40.0% | -31.0% |
| 3Y | +165.9% | +78.1% | +87.8% | +118.3% |
| All | +165.9% | +78.5% | +87.4% | +118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling