-0.4%
IMTX vs VT
+174.8%
-175.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.2% | +0.4% | +0.7% | +0.8% |
| 30D | -2.1% | +1.0% | -3.1% | -2.7% |
| 3M | -6.1% | +2.4% | -8.5% | -7.6% |
| 6M | -6.1% | +12.0% | -18.1% | -13.1% |
| YTD | -9.0% | +15.3% | -24.3% | -17.2% |
| 1Y | +67.1% | +22.6% | +44.5% | +46.5% |
| 3Y | -21.9% | +74.7% | -96.6% | -43.5% |
| 5Y | -28.9% | +66.1% | -95.1% | -48.4% |
| All | -0.4% | +174.8% | -175.2% | -33.8% |
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 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