-56.8%
IMDX vs VT
+15.2%
-72.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -7.6% |
| 7D | -16.7% | -0.3% | -16.4% | -16.0% |
| 30D | -27.8% | -1.4% | -26.4% | -24.8% |
| 3M | -48.2% | -1.4% | -46.8% | -45.9% |
| 6M | -49.3% | +5.5% | -54.8% | -52.9% |
| YTD | -64.7% | +12.8% | -77.5% | -73.4% |
| 1Y | -56.8% | +15.4% | -72.2% | -70.1% |
| All | -56.8% | +15.2% | -72.0% | -70.1% |
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