-52.4%
IMSR vs VOO
+35.6%
-88.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.8% | -10.6% | -10.9% |
| 7D | -7.9% | -0.8% | -7.1% | -7.0% |
| 30D | -18.3% | -1.1% | -17.3% | -17.0% |
| 3M | -34.5% | +3.9% | -38.4% | -37.0% |
| 6M | -31.4% | +13.6% | -45.1% | -38.0% |
| YTD | -22.3% | +12.7% | -35.0% | -28.8% |
| 1Y | -60.0% | +17.6% | -77.5% | -63.4% |
| All | -52.4% | +35.6% | -88.0% | -56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling