-99.1%
IMTE vs VOO
+80.3%
-179.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.9% |
| 7D | +0.7% | -2.0% | +2.6% | +2.9% |
| 30D | -1.3% | -1.7% | +0.4% | +0.6% |
| 3M | -16.8% | +4.7% | -21.6% | -20.9% |
| 6M | -25.6% | +12.6% | -38.2% | -35.0% |
| YTD | -22.8% | +11.8% | -34.6% | -32.0% |
| 1Y | -56.6% | +17.5% | -74.2% | -63.6% |
| 3Y | -81.4% | +77.0% | -158.4% | -89.4% |
| 5Y | -99.1% | +82.6% | -181.7% | -99.5% |
| All | -99.1% | +80.3% | -179.5% | -99.5% |
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