-90.3%
IMA price history and return analytics
+75.3%
-165.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.5% |
| 7D | +0.6% | +1.0% | -0.4% | -0.3% |
| 30D | -11.2% | -0.2% | -11.0% | -11.1% |
| 3M | -10.3% | +4.5% | -14.8% | -13.5% |
| 6M | -13.5% | +14.1% | -27.6% | -22.0% |
| YTD | -26.8% | +14.8% | -41.6% | -34.1% |
| 1Y | -45.6% | +21.2% | -66.8% | -52.9% |
| All | -90.3% | +75.3% | -165.6% | -94.6% |
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