+467.8%
IMMX vs VT
+75.0%
+392.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.2% | +0.4% | -0.7% | -0.9% |
| 30D | +45.8% | +1.0% | +44.8% | +43.6% |
| 3M | +65.2% | +2.4% | +62.8% | +59.6% |
| 6M | +62.5% | +12.0% | +50.5% | +38.6% |
| YTD | +166.0% | +15.3% | +150.6% | +117.8% |
| 1Y | +535.2% | +22.6% | +512.6% | +381.9% |
| All | +467.8% | +75.0% | +392.8% | +182.6% |
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 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