+49.6%
IMXI vs VT
+203.9%
-154.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +0.3% | +0.4% | -0.2% | -0.1% |
| 30D | +18.2% | +1.0% | +17.2% | +17.3% |
| 3M | -4.2% | +2.4% | -6.5% | -6.1% |
| 6M | -7.7% | +12.0% | -19.7% | -15.9% |
| YTD | -5.5% | +15.3% | -20.9% | -16.1% |
| 1Y | -0.4% | +22.6% | -23.0% | -15.9% |
| 3Y | -18.5% | +74.7% | -93.2% | -48.3% |
| 5Y | -20.0% | +66.1% | -86.2% | -47.4% |
| All | +49.6% | +203.9% | -154.3% | -29.8% |
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