-16.2%
IMPP vs VT
+15.2%
-31.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.7% | -7.4% | -6.0% |
| 7D | -8.5% | -0.3% | -8.2% | -8.4% |
| 30D | -12.3% | -1.4% | -10.9% | -12.0% |
| 3M | +0.2% | -1.4% | +1.6% | +0.6% |
| 6M | -8.3% | +5.5% | -13.8% | -10.7% |
| YTD | +27.6% | +12.8% | +14.8% | +19.8% |
| 1Y | -16.2% | +15.4% | -31.6% | -24.3% |
| All | -16.2% | +15.2% | -31.4% | -24.3% |
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