+206.8%
IMVT vs VOO
+178.8%
+28.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.2% |
| 7D | +4.7% | -2.7% | +7.4% | +7.6% |
| 30D | -4.7% | -5.4% | +0.7% | +0.6% |
| 3M | -23.2% | -4.1% | -19.1% | -20.0% |
| 6M | +6.5% | +0.7% | +5.7% | +5.9% |
| YTD | +20.1% | +8.7% | +11.4% | +11.7% |
| 1Y | +29.0% | +11.0% | +18.0% | +17.6% |
| 3Y | -9.5% | +75.5% | -85.0% | -45.0% |
| 5Y | +255.8% | +68.4% | +187.5% | +124.0% |
| All | +206.8% | +178.8% | +28.0% | +32.8% |
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