+3.0%
IMVP price history and return analytics
+57.4%
-54.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.2% | -0.2% |
| 7D | +6.1% | +0.4% | +5.7% | +5.8% |
| 30D | +11.1% | -2.6% | +13.7% | +12.8% |
| 3M | -1.5% | -3.2% | +1.7% | +0.4% |
| 6M | -3.6% | +0.9% | -4.5% | -4.3% |
| YTD | -14.2% | +11.3% | -25.5% | -19.7% |
| 1Y | -13.7% | +14.0% | -27.7% | -20.5% |
| 3Y | +6.8% | +75.8% | -69.1% | -25.4% |
| 5Y | +3.0% | +57.8% | -54.8% | -21.4% |
| All | +3.0% | +57.4% | -54.3% | -21.4% |
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