+180.2%
IMTM price history and return analytics
+243.8%
-63.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.8% | +0.4% | +1.3% | +1.4% |
| 30D | +2.1% | +1.0% | +1.1% | +1.3% |
| 3M | +2.3% | +2.4% | 0.0% | +0.4% |
| 6M | +8.0% | +12.0% | -4.0% | -1.6% |
| YTD | +14.4% | +15.3% | -0.9% | +1.9% |
| 1Y | +22.3% | +22.6% | -0.2% | +3.5% |
| 3Y | +82.9% | +74.7% | +8.3% | +15.6% |
| 5Y | +61.3% | +66.1% | -4.9% | +5.9% |
| 10Y | +173.8% | +225.0% | -51.2% | +13.0% |
| All | +180.2% | +243.8% | -63.6% | +12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling