+0.3%
IMCR price history and return analytics
+65.7%
-65.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.7% |
| 7D | -9.8% | -1.1% | -8.7% | -8.9% |
| 30D | -6.2% | -1.0% | -5.2% | -5.4% |
| 3M | +13.9% | +3.2% | +10.8% | +10.6% |
| 6M | +0.2% | +12.5% | -12.2% | -9.6% |
| YTD | -6.1% | +14.1% | -20.1% | -16.3% |
| 1Y | -10.9% | +18.9% | -29.8% | -23.4% |
| 3Y | -41.5% | +74.1% | -115.5% | -64.0% |
| All | +0.3% | +65.7% | -65.4% | -30.2% |
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