-73.8%
IMSR vs VOO
+34.2%
-108.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +5.0% |
| 7D | -8.1% | +2.6% | -10.7% | -11.6% |
| 30D | -11.2% | -2.0% | -9.2% | -7.9% |
| 3M | -56.9% | -2.8% | -54.2% | -54.6% |
| 6M | -63.3% | +2.2% | -65.5% | -63.1% |
| YTD | -57.3% | +11.5% | -68.8% | -59.8% |
| 1Y | -78.3% | +13.5% | -91.7% | -79.6% |
| All | -73.8% | +34.2% | -108.0% | -75.4% |
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