-100.0%
IMCC price history and return analytics
+57.0%
-157.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.9% |
| 7D | -11.0% | +2.4% | -13.3% | -12.6% |
| 30D | -57.9% | -1.5% | -56.4% | -57.1% |
| 3M | -85.4% | -4.1% | -81.3% | -84.9% |
| 6M | -92.5% | +0.6% | -93.0% | -92.4% |
| YTD | -98.6% | +11.0% | -109.7% | -98.7% |
| 1Y | -98.6% | +13.3% | -111.9% | -98.6% |
| 3Y | -99.3% | +73.4% | -172.7% | -99.5% |
| All | -100.0% | +57.0% | -157.0% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling