+261.0%
IMMX price history and return analytics
+65.4%
+195.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.1% |
| 7D | -5.4% | +1.0% | -6.4% | -6.6% |
| 30D | +36.3% | -0.2% | +36.6% | +36.7% |
| 3M | +68.4% | +4.5% | +63.8% | +58.9% |
| 6M | +42.6% | +14.1% | +28.6% | +21.4% |
| YTD | +153.3% | +14.8% | +138.6% | +114.0% |
| 1Y | +510.6% | +21.2% | +489.4% | +385.5% |
| 3Y | +407.7% | +76.6% | +331.1% | +168.0% |
| All | +261.0% | +65.4% | +195.7% | +208.5% |
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