-41.0%
IMRX price history and return analytics
+74.2%
-115.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -2.7% |
| 7D | -8.2% | -0.1% | -8.0% | -8.0% |
| 30D | +1.8% | -0.7% | +2.4% | +2.9% |
| 3M | +14.4% | +4.0% | +10.4% | +8.6% |
| 6M | -18.0% | +12.3% | -30.3% | -30.9% |
| YTD | -29.9% | +14.0% | -44.0% | -42.4% |
| 1Y | -34.6% | +20.3% | -54.9% | -50.4% |
| All | -41.0% | +74.2% | -115.2% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling