-59.5%
IMTE vs VOO
+14.7%
-74.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.6% | -8.2% | -8.0% |
| 7D | -30.4% | -0.7% | -29.7% | -29.9% |
| 30D | -27.0% | -1.1% | -26.0% | -26.3% |
| 3M | -31.9% | -0.3% | -31.5% | -31.6% |
| 6M | -38.8% | +7.4% | -46.1% | -43.0% |
| YTD | -45.6% | +13.4% | -58.9% | -53.2% |
| 1Y | -59.5% | +14.8% | -74.3% | -66.4% |
| All | -59.5% | +14.7% | -74.2% | -66.4% |
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 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