-99.6%
AIM price history and return analytics
+76.6%
-176.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -4.2% | +1.0% | -5.2% | -5.3% |
| 30D | -20.7% | -0.2% | -20.5% | -20.4% |
| 3M | -55.8% | +4.5% | -60.3% | -58.1% |
| 6M | -66.7% | +14.1% | -80.7% | -72.6% |
| YTD | -79.0% | +14.8% | -93.8% | -82.9% |
| 1Y | -90.8% | +21.2% | -112.0% | -93.1% |
| 3Y | -99.6% | +76.6% | -176.2% | -99.8% |
| All | -99.6% | +76.6% | -176.2% | -99.8% |
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 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