-90.4%
AIM price history and return analytics
+23.3%
-113.7%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -12.5% | +0.4% | -12.9% | -12.6% |
| 30D | -18.7% | +1.0% | -19.7% | -18.9% |
| 3M | -61.4% | +2.4% | -63.8% | -61.7% |
| 6M | -67.0% | +12.0% | -79.0% | -68.4% |
| YTD | -79.2% | +15.3% | -94.6% | -81.3% |
| 1Y | -90.4% | +22.6% | -113.0% | -91.4% |
| All | -90.4% | +23.3% | -113.7% | -91.4% |
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