-99.5%
IMUX vs VOO
+321.7%
-421.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.2% |
| 7D | -7.2% | -2.0% | -5.2% | -5.1% |
| 30D | -23.5% | -1.7% | -21.9% | -22.1% |
| 3M | +1.1% | +4.7% | -3.6% | -4.0% |
| 6M | -8.2% | +12.6% | -20.8% | -18.8% |
| YTD | +121.7% | +11.8% | +110.0% | +97.0% |
| 1Y | +35.8% | +17.5% | +18.2% | +14.7% |
| 3Y | -23.6% | +77.0% | -100.6% | -57.8% |
| 5Y | -87.4% | +82.6% | -170.0% | -93.6% |
| All | -99.5% | +321.7% | -421.2% | -99.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling