-38.7%
IMRX vs VT
+69.7%
-108.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.0% | +8.9% |
| 7D | -1.7% | -2.3% | +0.6% | +2.1% |
| 30D | -4.7% | -5.0% | +0.3% | +3.1% |
| 3M | -17.5% | -4.9% | -12.6% | -10.8% |
| 6M | -29.1% | -1.5% | -27.6% | -27.4% |
| YTD | -44.1% | +8.5% | -52.6% | -50.7% |
| 1Y | -44.4% | +11.4% | -55.8% | -53.0% |
| 3Y | -38.7% | +70.1% | -108.7% | -84.8% |
| All | -38.7% | +69.7% | -108.4% | -84.8% |
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