+67.2%
IMDX vs VT
+23.3%
+43.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.8% |
| 30D | -17.4% | +1.0% | -18.4% | -19.2% |
| 3M | -36.9% | +2.4% | -39.3% | -38.8% |
| 6M | -24.5% | +12.0% | -36.5% | -38.8% |
| YTD | -44.9% | +15.3% | -60.3% | -57.6% |
| 1Y | +67.2% | +22.6% | +44.6% | +19.8% |
| All | +67.2% | +23.3% | +43.9% | +19.8% |
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