-99.2%
IMTE vs VOO
+262.5%
-361.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.8% |
| 7D | -0.4% | -0.8% | +0.3% | +0.1% |
| 30D | -5.3% | -1.1% | -4.2% | -4.6% |
| 3M | -26.4% | +3.9% | -30.3% | -28.3% |
| 6M | -21.7% | +13.6% | -35.3% | -28.2% |
| YTD | -23.0% | +12.7% | -35.7% | -29.0% |
| 1Y | -59.4% | +17.6% | -77.0% | -63.5% |
| 3Y | -80.5% | +77.3% | -157.9% | -86.1% |
| 5Y | -99.1% | +84.1% | -183.3% | -99.4% |
| All | -99.2% | +262.5% | -361.7% | -99.3% |
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