-45.3%
IMSRW vs VOO
+3.0%
-48.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -45.3% | +2.8% | -48.1% | N/A |
| 7D | -45.3% | +2.8% | -48.1% | N/A |
| 30D | -45.3% | +2.8% | -48.1% | N/A |
| All | -45.3% | +3.0% | -48.3% | N/A |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Beta-adjusted return needs at least 20 comparable returns and benchmark movement within each trailing regression window.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Cumulative alpha will appear once a trailing regression window supports a beta estimate.
Updating return analytics…
3y analysis · Full analysis span regression · Available span rolling