-40.9%
IMTX vs VOO
+80.3%
-121.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.3% |
| 7D | -7.5% | -2.0% | -5.5% | -5.5% |
| 30D | -10.3% | -1.7% | -8.6% | -8.6% |
| 3M | -1.4% | +4.7% | -6.1% | -6.0% |
| 6M | -16.7% | +12.6% | -29.2% | -26.1% |
| YTD | -16.7% | +11.8% | -28.4% | -25.4% |
| 1Y | +50.6% | +17.5% | +33.1% | +28.8% |
| 3Y | -28.2% | +77.0% | -105.1% | -57.3% |
| 5Y | -40.9% | +82.6% | -123.5% | -66.0% |
| All | -40.9% | +80.3% | -121.2% | -66.0% |
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