+131.4%
IMNM vs VT
+75.6%
+55.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +0.2% |
| 7D | -2.3% | -0.7% | -1.6% | -0.8% |
| 30D | -0.4% | -1.7% | +1.3% | +2.9% |
| 3M | -27.4% | -2.3% | -25.0% | -24.0% |
| 6M | -17.1% | +1.5% | -18.6% | -19.6% |
| YTD | -11.2% | +12.0% | -23.3% | -28.9% |
| 1Y | +8.8% | +12.9% | -4.0% | -13.7% |
| All | +131.4% | +75.6% | +55.8% | +16.6% |
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