-99.7%
IMUX vs VOO
+410.6%
-510.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.2% |
| 7D | -14.9% | +0.1% | -15.0% | -15.1% |
| 30D | -6.4% | +0.1% | -6.5% | -6.7% |
| 3M | -9.1% | +2.0% | -11.2% | -11.2% |
| 6M | +12.1% | +13.0% | -1.0% | -3.0% |
| YTD | +145.5% | +13.6% | +131.9% | +110.6% |
| 1Y | +70.3% | +20.1% | +50.2% | +37.2% |
| 3Y | -23.8% | +77.6% | -101.3% | -61.5% |
| 5Y | -87.0% | +82.4% | -169.5% | -94.1% |
| 10Y | -99.5% | +316.8% | -416.3% | -99.9% |
| All | -99.7% | +410.6% | -510.3% | -100.0% |
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