+60.4%
IMOS price history and return analytics
+53.4%
+7.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +3.0% |
| 7D | -19.5% | -2.3% | -17.2% | -16.5% |
| 30D | -44.3% | -5.0% | -39.3% | -40.0% |
| 3M | -16.8% | -4.9% | -11.9% | -10.4% |
| 6M | -20.1% | -1.5% | -18.5% | -15.9% |
| YTD | +49.7% | +8.5% | +41.2% | +43.4% |
| 1Y | +102.2% | +11.4% | +90.8% | +88.2% |
| 3Y | +105.5% | +70.1% | +35.4% | +27.6% |
| All | +60.4% | +53.4% | +7.0% | +9.8% |
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