+272.3%
IMVT vs VOO
+188.0%
+84.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +2.5% |
| 7D | +23.9% | -0.9% | +24.8% | +25.3% |
| 30D | +25.6% | -2.3% | +28.0% | +29.0% |
| 3M | -9.5% | -1.2% | -8.3% | -8.2% |
| 6M | +27.5% | +3.3% | +24.1% | +24.0% |
| YTD | +45.7% | +12.3% | +33.4% | +31.6% |
| 1Y | +61.8% | +12.5% | +49.3% | +45.9% |
| 3Y | +13.5% | +79.2% | -65.7% | -32.4% |
| 5Y | +337.3% | +75.7% | +261.6% | +165.3% |
| All | +272.3% | +188.0% | +84.2% | +56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling