+176.8%
IMTM vs VOO
+317.2%
-140.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +2.2% | +0.5% | +1.7% | +1.8% |
| 30D | +1.1% | -0.9% | +2.1% | +1.9% |
| 3M | +4.9% | +3.9% | +1.0% | +1.8% |
| 6M | +12.5% | +14.5% | -2.1% | +1.4% |
| YTD | +14.2% | +13.0% | +1.3% | +4.1% |
| 1Y | +20.6% | +19.4% | +1.2% | +5.3% |
| 3Y | +85.4% | +78.9% | +6.5% | +17.8% |
| 5Y | +62.3% | +82.3% | -20.0% | +1.0% |
| All | +176.8% | +317.2% | -140.4% | -9.3% |
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