+287.1%
IMOS price history and return analytics
+215.5%
+71.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +3.0% |
| 7D | -19.5% | -2.3% | -17.2% | -17.1% |
| 30D | -44.3% | -5.0% | -39.3% | -40.9% |
| 3M | -16.8% | -4.9% | -11.9% | -11.7% |
| 6M | -20.1% | -1.5% | -18.5% | -16.7% |
| YTD | +49.7% | +8.5% | +41.2% | +44.2% |
| 1Y | +102.2% | +11.4% | +90.8% | +90.1% |
| 3Y | +105.5% | +70.1% | +35.4% | +36.5% |
| 5Y | +67.2% | +53.7% | +13.5% | +20.0% |
| All | +287.1% | +215.5% | +71.6% | +115.0% |
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