-72.8%
IMRX vs VOO
+87.7%
-160.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.1% |
| 7D | -1.4% | +0.5% | -2.0% | -2.1% |
| 30D | +6.0% | -0.9% | +6.9% | +7.4% |
| 3M | +21.6% | +3.9% | +17.7% | +16.0% |
| 6M | -10.3% | +14.5% | -24.9% | -24.6% |
| YTD | -27.4% | +13.0% | -40.3% | -37.9% |
| 1Y | -19.7% | +19.4% | -39.1% | -35.9% |
| 3Y | -40.2% | +78.9% | -119.1% | -71.3% |
| 5Y | -79.9% | +82.3% | -162.2% | -90.1% |
| All | -72.8% | +87.7% | -160.6% | -86.1% |
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