+145.5%
IMKTA price history and return analytics
+229.8%
-84.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +0.9% |
| 7D | +0.1% | -1.1% | +1.2% | +0.6% |
| 30D | -5.0% | -1.0% | -4.1% | -4.6% |
| 3M | -10.5% | +3.2% | -13.7% | -12.0% |
| 6M | -2.1% | +12.5% | -14.6% | -8.0% |
| YTD | +22.0% | +14.1% | +7.9% | +13.6% |
| 1Y | +20.2% | +18.9% | +1.2% | +9.5% |
| 3Y | +13.9% | +74.1% | -60.2% | -15.5% |
| 5Y | +27.7% | +66.9% | -39.2% | -4.1% |
| All | +145.5% | +229.8% | -84.2% | +9.1% |
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