+110.1%
IMVP price history and return analytics
+346.0%
-235.9%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | +5.4% | -2.3% | +7.7% | +7.7% |
| 30D | +9.2% | -5.0% | +14.1% | +14.5% |
| 3M | -1.9% | -4.9% | +3.0% | +2.9% |
| 6M | -5.2% | -1.5% | -3.6% | -4.1% |
| YTD | -15.4% | +8.5% | -23.9% | -22.2% |
| 1Y | -14.8% | +11.4% | -26.2% | -23.7% |
| 3Y | +4.7% | +70.1% | -65.3% | -39.6% |
| 5Y | +2.3% | +53.7% | -51.4% | -36.0% |
| 10Y | +98.0% | +220.0% | -122.0% | -45.4% |
| All | +110.1% | +346.0% | -235.9% | -56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling