+55.4%
IMO price history and return analytics
+13.3%
+42.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.6% |
| 7D | +4.2% | -1.6% | +5.8% | +4.0% |
| 30D | +6.9% | -2.5% | +9.3% | +6.6% |
| 3M | +6.8% | -1.3% | +8.1% | +6.5% |
| 6M | +5.5% | +3.1% | +2.5% | +5.0% |
| YTD | +58.0% | +10.9% | +47.0% | +54.5% |
| All | +55.4% | +13.3% | +42.1% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling