-29.8%
IMRX vs VT
+74.1%
-103.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -4.5% |
| 7D | +4.6% | +0.4% | +4.2% | +4.4% |
| 30D | -7.4% | -2.6% | -4.8% | -3.5% |
| 3M | -19.1% | -3.2% | -15.8% | -14.8% |
| 6M | -30.1% | +0.9% | -31.0% | -30.9% |
| YTD | -44.5% | +11.3% | -55.8% | -52.8% |
| 1Y | -47.0% | +14.0% | -61.0% | -56.6% |
| 3Y | -29.8% | +75.8% | -105.6% | -81.2% |
| All | -29.8% | +74.1% | -103.9% | -81.2% |
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