-20.3%
IMXI price history and return analytics
+63.7%
-83.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.5% |
| 7D | -2.7% | -2.0% | -0.7% | -1.4% |
| 30D | +21.0% | -1.4% | +22.4% | +22.1% |
| 3M | -4.1% | +4.7% | -8.8% | -7.2% |
| 6M | -10.9% | +11.4% | -22.3% | -17.8% |
| YTD | -8.4% | +13.1% | -21.5% | -16.5% |
| 1Y | -2.8% | +19.0% | -21.9% | -15.0% |
| 3Y | -19.7% | +73.9% | -93.7% | -47.5% |
| 5Y | -20.3% | +65.4% | -85.7% | -45.8% |
| All | -20.3% | +63.7% | -83.9% | -45.8% |
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 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