-96.1%
IMPP vs VOO
+77.3%
-173.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -3.3% | +2.6% | -5.9% | -4.8% |
| 30D | -17.0% | -2.0% | -15.0% | -16.0% |
| 3M | -6.2% | -2.8% | -3.5% | -4.7% |
| 6M | -11.7% | +2.2% | -13.9% | -13.1% |
| YTD | +20.4% | +11.5% | +8.9% | +12.2% |
| 1Y | -26.5% | +13.5% | -40.0% | -32.4% |
| 3Y | +165.9% | +78.1% | +87.8% | +80.7% |
| All | -96.1% | +77.3% | -173.5% | -97.9% |
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