-99.7%
IMUX price history and return analytics
+222.7%
-322.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.3% |
| 7D | +6.4% | +2.9% | +3.5% | +2.7% |
| 30D | +13.1% | -2.5% | +15.6% | +17.3% |
| 3M | -51.1% | -3.3% | -47.8% | -48.7% |
| 6M | -34.5% | +1.5% | -36.1% | -35.1% |
| YTD | +45.9% | +11.4% | +34.5% | +28.7% |
| 1Y | +2.5% | +11.9% | -9.4% | -10.0% |
| 3Y | -26.5% | +73.9% | -100.4% | -61.5% |
| 5Y | -92.0% | +57.9% | -149.9% | -95.5% |
| All | -99.7% | +222.7% | -322.4% | -99.9% |
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