-91.9%
IMUX vs VOO
+75.1%
-167.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.5% |
| 7D | +2.3% | -0.9% | +3.2% | +3.6% |
| 30D | +2.1% | -2.3% | +4.5% | +5.5% |
| 3M | -47.5% | -1.2% | -46.4% | -46.6% |
| 6M | -32.3% | +3.3% | -35.7% | -34.3% |
| YTD | +52.1% | +12.3% | +39.7% | +33.7% |
| 1Y | +4.1% | +12.5% | -8.4% | -8.5% |
| 3Y | -23.4% | +79.2% | -102.6% | -59.5% |
| 5Y | -91.9% | +75.7% | -167.6% | -95.3% |
| All | -91.9% | +75.1% | -167.1% | -95.3% |
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