-97.8%
IMDX price history and return analytics
+222.7%
-320.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.6% |
| 7D | -6.1% | +2.9% | -9.0% | -9.3% |
| 30D | -22.7% | -2.5% | -20.2% | -20.1% |
| 3M | -48.7% | -3.3% | -45.3% | -46.2% |
| 6M | -53.6% | +1.5% | -55.1% | -53.3% |
| YTD | -69.2% | +11.4% | -80.6% | -72.0% |
| 1Y | -72.8% | +11.9% | -84.7% | -75.3% |
| 3Y | -16.9% | +73.9% | -90.8% | -57.0% |
| 5Y | -96.3% | +57.9% | -154.2% | -97.8% |
| All | -97.8% | +222.7% | -320.4% | -99.2% |
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 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