-33.0%
IMXI vs VT
+191.9%
-225.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.5% | -13.7% | -13.8% |
| 7D | -23.1% | -0.1% | -23.0% | -22.8% |
| 30D | -48.7% | -3.1% | -45.7% | -47.4% |
| 3M | -45.1% | -3.5% | -41.6% | -43.4% |
| 6M | -59.1% | +0.5% | -59.5% | -59.2% |
| YTD | -57.7% | +10.8% | -68.5% | -61.2% |
| 1Y | -57.2% | +11.9% | -69.1% | -61.0% |
| 3Y | -67.6% | +73.0% | -140.6% | -79.3% |
| 5Y | -60.5% | +58.6% | -119.1% | -73.0% |
| All | -33.0% | +191.9% | -225.0% | -67.5% |
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 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