-99.9%
AIM price history and return analytics
+57.5%
-157.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -0.5% | -13.3% | -13.3% |
| 7D | -13.7% | -0.1% | -13.6% | -13.5% |
| 30D | -23.3% | -3.1% | -20.3% | -20.5% |
| 3M | -46.9% | -3.5% | -43.4% | -44.7% |
| 6M | -59.4% | +0.5% | -59.9% | -59.7% |
| YTD | -87.4% | +10.8% | -98.2% | -89.0% |
| 1Y | -90.9% | +11.9% | -102.8% | -92.1% |
| 3Y | -99.7% | +73.0% | -172.6% | -99.8% |
| 5Y | -99.9% | +58.6% | -158.5% | -99.9% |
| All | -99.9% | +57.5% | -157.5% | -99.9% |
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