+51.3%
IMAX price history and return analytics
+215.5%
-164.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | -5.8% | -2.3% | -3.5% | -3.6% |
| 30D | -7.3% | -5.0% | -2.4% | -2.9% |
| 3M | -4.1% | -4.9% | +0.7% | +0.3% |
| 6M | +33.6% | -1.5% | +35.1% | +34.6% |
| YTD | +29.0% | +8.5% | +20.5% | +17.9% |
| 1Y | +38.5% | +11.4% | +27.1% | +23.3% |
| 3Y | +166.6% | +70.1% | +96.5% | +54.0% |
| 5Y | +129.7% | +53.7% | +76.0% | +47.6% |
| All | +51.3% | +215.5% | -164.2% | -49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling