-97.5%
AIMD price history and return analytics
+86.8%
-184.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -10.0% | -1.1% | -8.9% | -9.2% |
| 30D | -3.4% | -1.0% | -2.4% | -2.5% |
| 3M | -25.0% | +3.2% | -28.2% | -26.7% |
| 6M | -5.9% | +12.5% | -18.4% | -11.7% |
| YTD | -12.2% | +14.1% | -26.3% | -18.0% |
| 1Y | -60.1% | +18.9% | -79.0% | -63.3% |
| 3Y | -91.0% | +74.1% | -165.1% | -92.8% |
| 5Y | -99.5% | +66.9% | -166.3% | -99.6% |
| All | -97.5% | +86.8% | -184.3% | -98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling