-11.4%
IMVT price history and return analytics
+76.6%
-87.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +0.7% |
| 7D | +1.6% | -0.3% | +1.9% | +2.1% |
| 30D | -10.1% | -1.4% | -8.6% | -8.3% |
| 3M | -24.0% | -1.4% | -22.6% | -22.6% |
| 6M | +7.4% | +5.5% | +1.9% | -0.1% |
| YTD | +17.6% | +12.8% | +4.8% | +0.6% |
| 1Y | +23.6% | +15.4% | +8.2% | +2.5% |
| All | -11.4% | +76.6% | -87.9% | -66.5% |
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