-75.7%
IMRX price history and return analytics
+69.7%
-145.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.9% | -7.5% | -7.8% |
| 7D | -11.4% | -1.1% | -10.3% | -10.1% |
| 30D | -15.8% | -1.0% | -14.8% | -14.6% |
| 3M | +3.6% | +3.2% | +0.5% | -0.6% |
| 6M | -24.4% | +12.5% | -36.9% | -36.1% |
| YTD | -35.1% | +14.1% | -49.2% | -46.3% |
| 1Y | -48.0% | +18.9% | -66.9% | -59.3% |
| 3Y | -45.4% | +74.1% | -119.5% | -74.4% |
| 5Y | -79.4% | +66.9% | -146.3% | -87.7% |
| All | -75.7% | +69.7% | -145.5% | -84.8% |
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 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