+80.2%
IMVP vs VOO
+803.9%
-723.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +3.1% | +3.3% | -0.2% | +0.5% |
| 30D | +8.1% | -2.7% | +10.8% | +10.3% |
| 3M | -0.5% | -1.7% | +1.2% | +0.7% |
| 6M | +0.6% | +3.1% | -2.5% | -2.1% |
| YTD | -14.4% | +11.9% | -26.3% | -22.0% |
| 1Y | -15.3% | +12.1% | -27.3% | -22.9% |
| 3Y | +5.1% | +78.6% | -73.4% | -36.2% |
| 5Y | +1.8% | +73.8% | -72.0% | -37.9% |
| 10Y | +109.5% | +312.3% | -202.8% | -48.9% |
| All | +80.2% | +803.9% | -723.6% | -82.8% |
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