-33.4%
IMTX vs VOO
+219.4%
-252.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | +0.5% | +2.6% | -2.1% | -1.1% |
| 30D | -8.7% | -2.0% | -6.7% | -7.3% |
| 3M | -33.4% | -2.8% | -30.6% | -32.0% |
| 6M | -40.8% | +2.2% | -42.9% | -41.4% |
| YTD | -39.1% | +11.5% | -50.7% | -42.7% |
| 1Y | -36.0% | +13.5% | -49.5% | -40.3% |
| 3Y | -33.2% | +78.1% | -111.2% | -49.8% |
| 5Y | -45.3% | +73.1% | -118.4% | -59.2% |
| All | -33.4% | +219.4% | -252.9% | -54.7% |
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