-15.1%
IMVP price history and return analytics
+20.4%
-35.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -4.4% |
| 6M | -9.4% | +12.3% | -21.7% | -17.6% |
| YTD | -17.1% | +14.0% | -31.1% | -24.5% |
| 1Y | -15.1% | +20.3% | -35.4% | -23.4% |
| All | -15.1% | +20.4% | -35.5% | -23.4% |
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