+28.9%
IMMP price history and return analytics
+221.8%
-192.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.5% |
| 7D | +4.2% | +2.4% | +1.8% | +1.2% |
| 30D | +3.0% | -1.5% | +4.5% | +6.1% |
| 3M | -56.5% | -4.1% | -52.4% | -53.3% |
| 6M | -62.2% | +0.6% | -62.7% | -62.6% |
| YTD | +21.7% | +11.0% | +10.6% | +9.5% |
| 1Y | +89.1% | +13.3% | +75.8% | +67.0% |
| 3Y | +96.6% | +73.4% | +23.2% | +13.5% |
| 5Y | -18.7% | +57.4% | -76.1% | -48.3% |
| All | +28.9% | +221.8% | -192.9% | -44.2% |
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