+146.5%
IMOS price history and return analytics
+75.6%
+70.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.1% | +8.3% | +7.6% |
| 7D | +3.1% | -0.7% | +3.8% | +5.5% |
| 30D | -29.8% | -1.7% | -28.0% | -26.7% |
| 3M | -10.9% | -2.3% | -8.6% | -6.1% |
| 6M | -6.5% | +1.5% | -8.0% | -4.8% |
| YTD | +80.5% | +12.0% | +68.5% | +64.5% |
| 1Y | +142.0% | +12.9% | +129.1% | +118.5% |
| All | +146.5% | +75.6% | +70.9% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling