-99.2%
IMTE price history and return analytics
+182.2%
-281.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.9% |
| 7D | -0.4% | -1.1% | +0.7% | +0.5% |
| 30D | -5.3% | -1.0% | -4.3% | -4.6% |
| 3M | -26.4% | +3.2% | -29.5% | -28.3% |
| 6M | -21.7% | +12.5% | -34.1% | -29.1% |
| YTD | -23.0% | +14.1% | -37.0% | -31.0% |
| 1Y | -59.4% | +18.9% | -78.3% | -64.7% |
| 3Y | -80.5% | +74.1% | -154.6% | -87.4% |
| 5Y | -99.1% | +66.9% | -166.0% | -99.4% |
| All | -99.2% | +182.2% | -281.4% | -99.6% |
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