-17.8%
IMUX vs VOO
+79.1%
-96.9%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.1% |
| 7D | -12.6% | +0.5% | -13.2% | -13.4% |
| 30D | -10.9% | -0.9% | -10.0% | -9.9% |
| 3M | +5.6% | +3.9% | +1.7% | +0.1% |
| 6M | +3.6% | +14.5% | -11.0% | -13.2% |
| YTD | +138.6% | +13.0% | +125.6% | +102.2% |
| 1Y | +54.1% | +19.4% | +34.6% | +22.1% |
| 3Y | -17.8% | +78.9% | -96.7% | -65.7% |
| All | -17.8% | +79.1% | -96.9% | -65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling