-90.2%
AIM vs VT
+13.3%
-103.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.1% | +6.0% | +6.6% |
| 7D | -6.2% | -0.7% | -5.6% | -5.9% |
| 30D | -16.7% | -1.7% | -14.9% | -16.1% |
| 3M | -40.0% | -2.3% | -37.7% | -39.5% |
| 6M | -51.6% | +1.5% | -53.1% | -50.2% |
| YTD | -86.3% | +12.0% | -98.4% | -86.9% |
| 1Y | -90.2% | +12.9% | -103.1% | -90.8% |
| All | -90.2% | +13.3% | -103.5% | -90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling