+88.4%
IMVP price history and return analytics
+222.7%
-134.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.2% |
| 7D | -2.8% | -0.1% | -2.7% | -2.7% |
| 30D | -3.8% | -0.7% | -3.1% | -3.3% |
| 3M | -1.6% | +4.0% | -5.6% | -4.5% |
| 6M | -9.4% | +12.3% | -21.7% | -17.0% |
| YTD | -17.1% | +14.0% | -31.1% | -24.9% |
| 1Y | -15.1% | +20.3% | -35.4% | -26.2% |
| 3Y | -0.7% | +75.4% | -76.1% | -36.2% |
| 5Y | +1.1% | +66.0% | -64.8% | -32.6% |
| 10Y | +88.4% | +228.2% | -139.8% | -37.1% |
| All | +88.4% | +222.7% | -134.2% | -37.1% |
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