-79.0%
IMSR vs VOO
+14.7%
-93.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -6.6% |
| 7D | -14.3% | -0.7% | -13.6% | -11.6% |
| 30D | -23.5% | -1.1% | -22.4% | -19.3% |
| 3M | -46.8% | -0.3% | -46.4% | -45.3% |
| 6M | -60.4% | +7.4% | -67.7% | -69.2% |
| YTD | -53.0% | +13.4% | -66.4% | -68.1% |
| 1Y | -79.0% | +14.8% | -93.8% | -86.1% |
| All | -79.0% | +14.7% | -93.7% | -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 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