+452.2%
IMO price history and return analytics
+65.7%
+386.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | +2.7% | -0.7% | +3.4% | +3.1% |
| 3M | +11.1% | +4.0% | +7.1% | +7.5% |
| 6M | +11.4% | +12.3% | -0.9% | +0.8% |
| YTD | +54.8% | +14.0% | +40.8% | +38.3% |
| 1Y | +50.0% | +20.3% | +29.7% | +28.1% |
| 3Y | +144.5% | +75.4% | +69.1% | +51.5% |
| 5Y | +452.2% | +66.0% | +386.2% | +262.1% |
| All | +452.2% | +65.7% | +386.5% | +262.1% |
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 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