-99.8%
IMUX vs VOO
+401.3%
-501.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.0% |
| 7D | -3.0% | +2.6% | -5.5% | -5.9% |
| 30D | +12.9% | -2.0% | +14.9% | +16.2% |
| 3M | -54.6% | -2.8% | -51.9% | -52.9% |
| 6M | -41.9% | +2.2% | -44.1% | -42.9% |
| YTD | +40.8% | +11.5% | +29.3% | +24.3% |
| 1Y | +5.5% | +13.5% | -8.0% | -8.8% |
| 3Y | -22.4% | +78.1% | -100.5% | -60.9% |
| 5Y | -92.2% | +73.1% | -165.4% | -96.2% |
| 10Y | -99.7% | +310.7% | -410.4% | -100.0% |
| All | -99.8% | +401.3% | -501.2% | -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