+5.5%
IMUX price history and return analytics
+11.9%
-6.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.0% |
| 7D | -3.0% | +2.4% | -5.3% | -6.2% |
| 30D | +12.9% | -1.5% | +14.4% | +16.0% |
| 3M | -54.6% | -4.1% | -50.5% | -51.6% |
| 6M | -41.9% | +0.6% | -42.5% | -41.6% |
| YTD | +40.8% | +11.0% | +29.8% | +14.2% |
| 1Y | +5.5% | +13.3% | -7.9% | -17.4% |
| All | +5.5% | +11.9% | -6.4% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling