-46.6%
IMSR vs VOO
+35.3%
-81.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.5% |
| 7D | +4.5% | -0.4% | +4.9% | +5.0% |
| 30D | -2.4% | -1.4% | -1.0% | -0.3% |
| 3M | -25.7% | +3.7% | -29.4% | -28.2% |
| 6M | -20.8% | +13.0% | -33.9% | -28.0% |
| YTD | -12.9% | +12.4% | -25.4% | -19.9% |
| 1Y | -53.8% | +18.6% | -72.4% | -57.6% |
| All | -46.6% | +35.3% | -81.9% | -51.0% |
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