+317.8%
IMVT vs VOO
+72.6%
+245.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.0% |
| 7D | +12.0% | +2.6% | +9.4% | +9.1% |
| 30D | +22.5% | -2.0% | +24.5% | +25.8% |
| 3M | -18.3% | -2.8% | -15.5% | -15.3% |
| 6M | +16.9% | +2.2% | +14.7% | +14.4% |
| YTD | +34.5% | +11.5% | +22.9% | +20.1% |
| 1Y | +49.8% | +13.5% | +36.3% | +31.1% |
| 3Y | +4.2% | +78.1% | -73.9% | -43.6% |
| All | +317.8% | +72.6% | +245.3% | +148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling