-98.4%
IMCC vs VT
+10.5%
-108.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +7.3% |
| 7D | -19.3% | -2.3% | -17.0% | -15.6% |
| 30D | -66.4% | -5.0% | -61.5% | -63.5% |
| 3M | -82.7% | -4.9% | -77.8% | -81.1% |
| 6M | -91.7% | -1.5% | -90.2% | -91.3% |
| YTD | -98.5% | +8.5% | -107.0% | -98.4% |
| 1Y | -98.4% | +11.4% | -109.8% | -98.4% |
| All | -98.4% | +10.5% | -108.9% | -98.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling