-99.2%
IMTE vs VOO
+263.3%
-362.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.0% |
| 7D | -6.0% | +0.5% | -6.5% | -6.4% |
| 30D | -5.8% | -0.9% | -4.9% | -5.2% |
| 3M | -12.4% | +3.9% | -16.2% | -14.6% |
| 6M | -27.1% | +14.5% | -41.7% | -33.6% |
| YTD | -24.5% | +13.0% | -37.4% | -30.5% |
| 1Y | -49.6% | +19.4% | -69.0% | -55.1% |
| 3Y | -81.8% | +78.9% | -160.7% | -87.1% |
| 5Y | -99.1% | +82.3% | -181.4% | -99.4% |
| All | -99.2% | +263.3% | -362.5% | -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 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