+151.6%
IMTM price history and return analytics
+223.4%
-71.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -4.4% | -2.3% | -2.1% | -2.4% |
| 30D | -7.0% | -5.0% | -2.1% | -2.8% |
| 3M | -8.2% | -4.9% | -3.3% | -4.1% |
| 6M | -7.0% | -1.5% | -5.4% | -5.5% |
| YTD | +2.7% | +8.5% | -5.8% | -3.6% |
| 1Y | +7.1% | +11.4% | -4.3% | -1.6% |
| 3Y | +67.6% | +70.1% | -2.5% | +8.6% |
| 5Y | +44.1% | +53.7% | -9.6% | +1.1% |
| 10Y | +158.9% | +220.0% | -61.0% | +10.2% |
| All | +151.6% | +223.4% | -71.8% | +6.4% |
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