+157.7%
IMMX vs VT
+12.5%
+145.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.8% |
| 7D | +8.3% | -0.1% | +8.4% | +9.2% |
| 30D | -11.7% | -3.1% | -8.7% | -6.9% |
| 3M | -17.6% | -3.5% | -14.1% | -12.6% |
| 6M | -14.4% | +0.5% | -14.8% | -15.0% |
| YTD | +59.7% | +10.8% | +48.9% | +32.9% |
| 1Y | +157.7% | +11.9% | +145.8% | +111.3% |
| All | +157.7% | +12.5% | +145.2% | +111.3% |
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