-97.1%
IMDX price history and return analytics
+223.7%
-320.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -2.7% |
| 7D | -12.6% | +0.4% | -13.0% | -13.0% |
| 30D | -25.8% | -2.6% | -23.2% | -23.2% |
| 3M | -48.2% | -3.2% | -45.0% | -45.8% |
| 6M | -50.1% | +0.9% | -51.0% | -49.5% |
| YTD | -66.7% | +11.3% | -78.0% | -69.6% |
| 1Y | -59.9% | +14.0% | -73.9% | -64.3% |
| 3Y | -7.3% | +75.8% | -83.2% | -52.5% |
| 5Y | -96.5% | +57.8% | -154.3% | -97.9% |
| 10Y | -97.1% | +219.8% | -316.9% | -98.7% |
| All | -97.1% | +223.7% | -320.7% | -98.7% |
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