-34.3%
IMUX price history and return analytics
+69.7%
-104.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.5% |
| 7D | +3.2% | -2.3% | +5.5% | +7.2% |
| 30D | +1.6% | -5.0% | +6.5% | +10.2% |
| 3M | -46.7% | -4.9% | -41.8% | -42.2% |
| 6M | -29.7% | -1.5% | -28.1% | -27.3% |
| YTD | +45.1% | +8.5% | +36.6% | +28.7% |
| 1Y | +10.6% | +11.4% | -0.8% | -5.5% |
| 3Y | -34.3% | +70.1% | -104.4% | -76.6% |
| All | -34.3% | +69.7% | -104.1% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling