-98.5%
IMDX price history and return analytics
+224.8%
-323.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.1% | -2.1% |
| 7D | -22.6% | -4.2% | -18.5% | -18.3% |
| 30D | -27.2% | -5.8% | -21.4% | -21.3% |
| 3M | -50.8% | -5.2% | -45.6% | -46.9% |
| 6M | -46.3% | +0.1% | -46.4% | -44.9% |
| YTD | -67.2% | +8.2% | -75.4% | -69.2% |
| 1Y | -63.1% | +10.1% | -73.2% | -65.9% |
| 3Y | -3.1% | +69.7% | -72.8% | -50.2% |
| 5Y | -96.4% | +53.4% | -149.7% | -97.8% |
| 10Y | -96.9% | +219.2% | -316.1% | -99.3% |
| All | -98.5% | +224.8% | -323.3% | -99.7% |
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 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