+67.6%
IMMP vs VT
+15.2%
+52.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -14.8% |
| 7D | -11.1% | -0.3% | -10.8% | -9.8% |
| 30D | -30.9% | -1.4% | -29.5% | -24.1% |
| 3M | -62.2% | -1.4% | -60.8% | -60.0% |
| 6M | -67.9% | +5.5% | -73.4% | -89.3% |
| YTD | +3.1% | +12.8% | -9.7% | -99.7% |
| 1Y | +67.6% | +15.4% | +52.2% | -99.6% |
| All | +67.6% | +15.2% | +52.4% | -99.6% |
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