+558.0%
IMCV price history and return analytics
+346.0%
+212.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.9% |
| 7D | -1.4% | -2.3% | +0.9% | +0.6% |
| 30D | +5.1% | -5.0% | +10.1% | +10.0% |
| 3M | +2.0% | -4.9% | +6.9% | +6.6% |
| 6M | +10.5% | -1.5% | +12.0% | +11.3% |
| YTD | +20.4% | +8.5% | +11.9% | +10.4% |
| 1Y | +25.8% | +11.4% | +14.4% | +12.6% |
| 3Y | +73.1% | +70.1% | +3.0% | +3.7% |
| 5Y | +61.1% | +53.7% | +7.4% | +6.0% |
| 10Y | +186.3% | +220.0% | -33.7% | -3.0% |
| All | +558.0% | +346.0% | +212.0% | +58.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling