+80.9%
IMOS price history and return analytics
+66.2%
+14.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +3.9% | +0.4% | +3.4% | +3.3% |
| 30D | +12.9% | +1.0% | +11.9% | +11.5% |
| 3M | -8.7% | +2.4% | -11.1% | -10.1% |
| 6M | +55.0% | +12.0% | +43.0% | +39.5% |
| YTD | +97.0% | +15.3% | +81.6% | +72.5% |
| 1Y | +242.3% | +22.6% | +219.7% | +181.6% |
| 3Y | +165.5% | +74.7% | +90.8% | +54.7% |
| All | +80.9% | +66.2% | +14.7% | +12.8% |
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