+9.4%
IMVT price history and return analytics
+74.4%
-65.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.2% |
| 7D | +23.0% | -0.1% | +23.1% | +23.6% |
| 30D | +17.2% | -3.1% | +20.3% | +22.6% |
| 3M | -10.5% | -3.5% | -7.0% | -5.8% |
| 6M | +23.4% | +0.5% | +22.9% | +22.8% |
| YTD | +40.5% | +10.8% | +29.7% | +23.7% |
| 1Y | +52.8% | +11.9% | +40.9% | +32.7% |
| 3Y | +9.4% | +73.0% | -63.5% | -53.6% |
| All | +9.4% | +74.4% | -65.0% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling