-19.6%
IMPP vs VT
+10.5%
-30.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | -11.4% | -2.3% | -9.1% | -10.6% |
| 30D | -15.1% | -5.0% | -10.1% | -13.8% |
| 3M | -3.0% | -4.9% | +1.9% | -1.6% |
| 6M | -6.2% | -1.5% | -4.7% | -6.0% |
| YTD | +24.6% | +8.5% | +16.1% | +18.9% |
| 1Y | -19.6% | +11.4% | -31.0% | -26.6% |
| All | -19.6% | +10.5% | -30.1% | -26.6% |
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 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