+52.8%
IMAX vs VT
+214.8%
-162.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.1% | -2.9% | -3.3% |
| 7D | -6.3% | -4.2% | -2.1% | -2.4% |
| 30D | -4.8% | -5.8% | +1.0% | +0.5% |
| 3M | -4.9% | -5.2% | +0.3% | -0.1% |
| 6M | +34.7% | +0.1% | +34.5% | +33.5% |
| YTD | +30.2% | +8.2% | +22.0% | +19.3% |
| 1Y | +43.4% | +10.1% | +33.3% | +29.1% |
| 3Y | +158.3% | +69.7% | +88.7% | +49.5% |
| 5Y | +132.0% | +53.4% | +78.6% | +49.3% |
| All | +52.8% | +214.8% | -162.0% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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