+243.5%
IMVT vs VOO
+186.0%
+57.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.1% |
| 7D | +12.0% | +2.6% | +9.4% | +9.6% |
| 30D | +22.5% | -2.0% | +24.5% | +25.3% |
| 3M | -18.3% | -2.8% | -15.5% | -15.7% |
| 6M | +16.9% | +2.2% | +14.7% | +14.9% |
| YTD | +34.5% | +11.5% | +22.9% | +22.4% |
| 1Y | +49.8% | +13.5% | +36.3% | +34.0% |
| 3Y | +4.2% | +78.1% | -73.9% | -37.5% |
| 5Y | +299.8% | +73.1% | +226.6% | +145.7% |
| All | +243.5% | +186.0% | +57.5% | +45.4% |
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