-95.3%
IMPP price history and return analytics
+70.0%
-165.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -2.4% | +1.0% | -3.4% | -2.9% |
| 30D | +15.6% | -0.2% | +15.9% | +15.7% |
| 3M | +1.9% | +4.5% | -2.6% | -0.6% |
| 6M | +17.7% | +14.1% | +3.6% | +9.6% |
| YTD | +47.2% | +14.8% | +32.5% | +36.8% |
| 1Y | +41.4% | +21.2% | +20.2% | +28.1% |
| 3Y | +270.1% | +76.6% | +193.6% | +179.0% |
| All | -95.3% | +70.0% | -165.2% | -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 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