+294.5%
IMVT vs VOO
+191.3%
+103.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -4.7% | +0.1% | -4.8% | -4.8% |
| 30D | -0.1% | +0.1% | -0.1% | -0.2% |
| 3M | +20.1% | +2.0% | +18.1% | +17.6% |
| 6M | +44.9% | +13.0% | +31.9% | +29.5% |
| YTD | +54.4% | +13.6% | +40.8% | +37.5% |
| 1Y | +143.5% | +20.1% | +123.4% | +105.7% |
| 3Y | +63.6% | +77.6% | -14.0% | -2.5% |
| 5Y | +335.6% | +82.4% | +253.2% | +155.0% |
| All | +294.5% | +191.3% | +103.2% | +63.5% |
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 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