+172.1%
IMCV price history and return analytics
+222.7%
-50.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.2% |
| 7D | +1.0% | +2.9% | -1.9% | -1.8% |
| 30D | +4.4% | -2.5% | +6.9% | +6.7% |
| 3M | +2.6% | -3.3% | +5.9% | +5.8% |
| 6M | +13.4% | +1.5% | +11.9% | +10.9% |
| YTD | +22.5% | +11.4% | +11.1% | +8.8% |
| 1Y | +25.0% | +11.9% | +13.1% | +10.6% |
| 3Y | +77.0% | +73.9% | +3.2% | -0.6% |
| 5Y | +63.7% | +57.9% | +5.8% | +1.4% |
| All | +172.1% | +222.7% | -50.6% | -21.5% |
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