+271.6%
IMCG price history and return analytics
+226.9%
+44.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.2% |
| 7D | -2.3% | -2.0% | -0.3% | -0.2% |
| 30D | -5.1% | -1.4% | -3.7% | -3.6% |
| 3M | +3.9% | +4.7% | -0.8% | -1.2% |
| 6M | +15.8% | +11.4% | +4.4% | +3.0% |
| YTD | +18.3% | +13.1% | +5.3% | +3.6% |
| 1Y | +15.5% | +19.0% | -3.5% | -4.4% |
| 3Y | +61.8% | +73.9% | -12.1% | -11.1% |
| 5Y | +36.2% | +65.4% | -29.2% | -20.3% |
| All | +271.6% | +226.9% | +44.7% | +13.5% |
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