+200.5%
IMVT price history and return analytics
+142.3%
+58.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.2% |
| 7D | +1.6% | -0.3% | +1.9% | +2.0% |
| 30D | -10.1% | -1.4% | -8.6% | -8.7% |
| 3M | -24.0% | -1.4% | -22.6% | -22.9% |
| 6M | +7.4% | +5.5% | +1.9% | +1.9% |
| YTD | +17.6% | +12.8% | +4.8% | +4.7% |
| 1Y | +23.6% | +15.4% | +8.2% | +7.4% |
| 3Y | -12.0% | +76.9% | -88.9% | -49.1% |
| 5Y | +242.9% | +60.4% | +182.5% | +118.2% |
| All | +200.5% | +142.3% | +58.2% | +31.5% |
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 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