-86.7%
IMUX vs VOO
+82.3%
-169.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.2% |
| 7D | -12.6% | +0.5% | -13.2% | -13.3% |
| 30D | -10.9% | -0.9% | -10.0% | -10.1% |
| 3M | +5.6% | +3.9% | +1.7% | +0.9% |
| 6M | +3.6% | +14.5% | -11.0% | -11.1% |
| YTD | +138.6% | +13.0% | +125.6% | +107.2% |
| 1Y | +54.1% | +19.4% | +34.6% | +26.2% |
| 3Y | -17.8% | +78.9% | -96.7% | -56.5% |
| 5Y | -86.7% | +82.3% | -168.9% | -92.7% |
| All | -86.7% | +82.3% | -169.0% | -92.7% |
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 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