+223.6%
IMO price history and return analytics
+360.7%
-137.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.6% | +1.6% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | +1.8% | -1.7% | +3.6% | +3.1% |
| 3M | -1.7% | -2.3% | +0.6% | -0.2% |
| 6M | -1.8% | +1.5% | -3.3% | -4.8% |
| YTD | +49.0% | +12.0% | +37.0% | +29.5% |
| 1Y | +34.5% | +12.9% | +21.6% | +15.9% |
| 3Y | +143.3% | +74.9% | +68.4% | +31.8% |
| 5Y | +322.3% | +59.9% | +262.4% | +148.1% |
| 10Y | +405.5% | +224.6% | +180.9% | +47.0% |
| All | +223.6% | +360.7% | -137.0% | -46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling