+37.5%
IMAX price history and return analytics
+11.9%
+25.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +1.3% | +2.4% | -1.1% | +0.7% |
| 30D | -6.6% | -1.5% | -5.1% | -6.2% |
| 3M | -9.3% | -4.1% | -5.2% | -8.8% |
| 6M | +42.9% | +0.6% | +42.4% | +43.3% |
| YTD | +30.7% | +11.0% | +19.6% | +26.6% |
| 1Y | +37.5% | +13.3% | +24.2% | +32.6% |
| All | +37.5% | +11.9% | +25.6% | +32.6% |
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 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