-86.7%
IMUX price history and return analytics
+66.2%
-152.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -12.6% | +1.0% | -13.6% | -13.9% |
| 30D | -10.9% | -0.2% | -10.7% | -10.8% |
| 3M | +5.6% | +4.5% | +1.1% | -0.5% |
| 6M | +3.6% | +14.1% | -10.5% | -12.6% |
| YTD | +138.6% | +14.8% | +123.8% | +98.6% |
| 1Y | +54.1% | +21.2% | +32.9% | +20.1% |
| 3Y | -17.8% | +76.6% | -94.4% | -59.5% |
| 5Y | -86.7% | +66.6% | -153.3% | -92.4% |
| All | -86.7% | +66.2% | -152.9% | -92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling