-75.1%
IMA price history and return analytics
+74.1%
-149.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -5.0% |
| 7D | -2.9% | +0.4% | -3.3% | -3.4% |
| 30D | -6.4% | -2.6% | -3.8% | -4.9% |
| 3M | -30.2% | -3.2% | -27.0% | -28.8% |
| 6M | -25.0% | +0.9% | -25.9% | -25.7% |
| YTD | -42.5% | +11.3% | -53.8% | -46.3% |
| 1Y | -52.1% | +14.0% | -66.1% | -55.9% |
| 3Y | -75.1% | +75.8% | -151.0% | -78.6% |
| All | -75.1% | +74.1% | -149.2% | -78.6% |
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