-81.0%
IMRX vs VT
+66.2%
-147.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.3% | -4.3% |
| 7D | -3.4% | +0.4% | -3.9% | -4.0% |
| 30D | +9.8% | +1.0% | +8.8% | +8.5% |
| 3M | +7.6% | +2.4% | +5.2% | +4.3% |
| 6M | -6.8% | +12.0% | -18.8% | -20.6% |
| YTD | -26.7% | +15.3% | -42.1% | -40.2% |
| 1Y | -11.7% | +22.6% | -34.3% | -33.8% |
| 3Y | -46.4% | +74.7% | -121.1% | -75.0% |
| All | -81.0% | +66.2% | -147.2% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling