-59.6%
IMA price history and return analytics
+11.9%
-71.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.6% | -6.8% |
| 7D | -17.2% | +2.9% | -20.1% | -19.1% |
| 30D | -18.6% | -2.5% | -16.1% | -16.9% |
| 3M | -42.4% | -3.3% | -39.1% | -40.7% |
| 6M | -39.7% | +1.5% | -41.2% | -41.2% |
| YTD | -50.0% | +11.4% | -61.4% | -53.9% |
| 1Y | -59.6% | +11.9% | -71.6% | -63.0% |
| All | -59.6% | +11.9% | -71.5% | -63.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling