+337.4%
IMOS price history and return analytics
+222.7%
+114.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.3% |
| 7D | +19.6% | +2.9% | +16.8% | +16.6% |
| 30D | -29.8% | -2.5% | -27.3% | -27.1% |
| 3M | -10.2% | -3.3% | -6.8% | -5.9% |
| 6M | -4.1% | +1.5% | -5.6% | -2.8% |
| YTD | +73.5% | +11.4% | +62.1% | +63.2% |
| 1Y | +99.5% | +11.9% | +87.6% | +86.6% |
| 3Y | +138.1% | +73.9% | +64.3% | +54.8% |
| 5Y | +99.6% | +57.9% | +41.7% | +39.7% |
| All | +337.4% | +222.7% | +114.7% | +110.5% |
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 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