+67.1%
IMMX vs VT
+69.4%
-2.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -4.1% | -5.6% | -3.3% |
| 7D | -9.8% | -4.2% | -5.6% | -3.2% |
| 30D | -25.3% | -5.8% | -19.5% | -17.6% |
| 3M | -24.5% | -5.2% | -19.3% | -17.7% |
| 6M | -24.7% | +0.1% | -24.8% | -24.8% |
| YTD | +37.7% | +8.2% | +29.4% | +21.8% |
| 1Y | +136.1% | +10.1% | +125.9% | +104.0% |
| All | +67.1% | +69.4% | -2.3% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling