-95.2%
IMPP price history and return analytics
+68.9%
-164.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | +0.9% | -0.1% | +1.1% | +1.0% |
| 30D | +15.3% | -0.7% | +15.9% | +15.6% |
| 3M | +3.5% | +4.0% | -0.5% | +1.2% |
| 6M | +11.0% | +12.3% | -1.3% | +4.1% |
| YTD | +48.1% | +14.0% | +34.0% | +38.0% |
| 1Y | +43.3% | +20.3% | +23.0% | +30.3% |
| 3Y | +272.2% | +75.4% | +196.8% | +181.4% |
| All | -95.2% | +68.9% | -164.1% | -97.1% |
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