-48.0%
IMRX vs VOO
+18.2%
-66.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.8% | -7.4% | -7.6% |
| 7D | -11.4% | -0.8% | -10.6% | -10.6% |
| 30D | -15.8% | -1.1% | -14.7% | -14.6% |
| 3M | +3.6% | +3.9% | -0.2% | -1.1% |
| 6M | -24.4% | +13.6% | -38.1% | -37.3% |
| YTD | -35.1% | +12.7% | -47.8% | -46.2% |
| 1Y | -48.0% | +17.6% | -65.6% | -61.6% |
| All | -48.0% | +18.2% | -66.2% | -61.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling