-24.2%
IMUX vs VT
+74.4%
-98.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.7% |
| 7D | +5.8% | -0.1% | +5.9% | +6.3% |
| 30D | -1.8% | -3.1% | +1.2% | +3.2% |
| 3M | -43.0% | -3.5% | -39.5% | -39.6% |
| 6M | -30.9% | +0.5% | -31.3% | -30.6% |
| YTD | +50.6% | +10.8% | +39.8% | +29.7% |
| 1Y | +5.2% | +11.9% | -6.7% | -10.5% |
| 3Y | -24.2% | +73.0% | -97.1% | -68.5% |
| All | -24.2% | +74.4% | -98.6% | -68.5% |
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