-80.8%
IMRX vs VT
+61.1%
-141.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.1% | -6.3% | -4.8% |
| 7D | -16.2% | -4.2% | -12.0% | -10.7% |
| 30D | -12.0% | -5.8% | -6.2% | -4.0% |
| 3M | -23.2% | -5.2% | -18.0% | -16.9% |
| 6M | -36.9% | +0.1% | -37.0% | -37.0% |
| YTD | -48.8% | +8.2% | -57.0% | -54.2% |
| 1Y | -47.4% | +10.1% | -57.5% | -54.1% |
| 3Y | -43.8% | +69.7% | -113.5% | -72.5% |
| 5Y | -88.7% | +53.4% | -142.1% | -91.8% |
| All | -80.8% | +61.1% | -141.9% | -87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling