+632.5%
IMOS price history and return analytics
+363.9%
+268.6%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -3.5% |
| 7D | -17.4% | -0.3% | -17.1% | -17.1% |
| 30D | -33.9% | -1.4% | -32.4% | -32.7% |
| 3M | -2.3% | -1.4% | -1.0% | -0.7% |
| 6M | +7.7% | +5.5% | +2.3% | +4.6% |
| YTD | +75.0% | +12.8% | +62.2% | +60.8% |
| 1Y | +145.9% | +15.4% | +130.5% | +121.0% |
| 3Y | +137.9% | +76.9% | +61.0% | +47.0% |
| 5Y | +96.3% | +60.4% | +35.9% | +32.2% |
| 10Y | +350.9% | +232.8% | +118.1% | +54.3% |
| All | +632.5% | +363.9% | +268.6% | +84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling