+5.6%
IMVP vs VOO
+79.7%
-74.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.9% |
| 7D | +2.3% | -0.9% | +3.2% | +2.7% |
| 30D | +10.2% | -2.3% | +12.5% | +11.4% |
| 3M | -0.3% | -1.2% | +0.9% | +0.2% |
| 6M | -0.4% | +3.3% | -3.7% | -2.1% |
| YTD | -14.0% | +12.3% | -26.3% | -18.9% |
| 1Y | -15.4% | +12.5% | -27.9% | -20.3% |
| All | +5.6% | +79.7% | -74.2% | -19.2% |
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