+228.3%
IMAX vs VT
+66.2%
+162.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.5% | +0.4% | +2.1% | +2.1% |
| 30D | +2.0% | +1.0% | +1.0% | +1.1% |
| 3M | +32.1% | +2.4% | +29.7% | +28.4% |
| 6M | +25.5% | +12.0% | +13.5% | +11.5% |
| YTD | +39.7% | +15.3% | +24.4% | +20.2% |
| 1Y | +76.8% | +22.6% | +54.2% | +42.7% |
| 3Y | +171.9% | +74.7% | +97.3% | +43.9% |
| All | +228.3% | +66.2% | +162.1% | +97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling