-96.5%
IMDX price history and return analytics
+59.8%
-156.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.4% | -4.6% |
| 7D | -9.8% | -0.7% | -9.1% | -9.0% |
| 30D | -24.6% | -1.7% | -22.9% | -22.8% |
| 3M | -46.0% | -2.3% | -43.7% | -44.1% |
| 6M | -51.3% | +1.5% | -52.8% | -51.0% |
| YTD | -68.1% | +12.0% | -80.2% | -71.0% |
| 1Y | -68.2% | +12.9% | -81.1% | -71.2% |
| 3Y | -14.0% | +74.9% | -89.0% | -55.7% |
| 5Y | -96.5% | +59.9% | -156.4% | -97.7% |
| All | -96.5% | +59.8% | -156.2% | -97.7% |
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 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