+253.3%
IMVT vs VOO
+185.4%
+67.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.1% | +2.3% | +12.8% | +12.8% |
| 7D | +23.7% | +0.1% | +23.6% | +24.0% |
| 30D | +15.4% | -3.3% | +18.7% | +19.6% |
| 3M | -12.0% | -2.4% | -9.6% | -9.7% |
| 6M | +21.5% | +2.6% | +18.9% | +18.9% |
| YTD | +38.3% | +11.3% | +27.0% | +26.0% |
| 1Y | +50.5% | +13.4% | +37.1% | +34.7% |
| 3Y | +12.3% | +80.3% | -68.0% | -33.4% |
| 5Y | +291.4% | +72.7% | +218.7% | +141.1% |
| All | +253.3% | +185.4% | +67.9% | +49.8% |
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 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