-99.5%
AIMD price history and return analytics
+65.7%
-165.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | +3.5% | -0.7% | +4.2% | +3.9% |
| 3M | -27.5% | +4.0% | -31.4% | -28.7% |
| 6M | 0.0% | +12.3% | -12.3% | -3.4% |
| YTD | -9.8% | +14.0% | -23.8% | -13.0% |
| 1Y | -56.2% | +20.3% | -76.5% | -58.0% |
| 3Y | -90.1% | +75.4% | -165.6% | -90.2% |
| 5Y | -99.5% | +66.0% | -165.4% | -99.6% |
| All | -99.5% | +65.7% | -165.2% | -99.6% |
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