+69.4%
ABEQ price history and return analytics
+120.8%
-51.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +0.5% | +1.0% | -0.5% | 0.0% |
| 30D | +0.5% | -0.2% | +0.8% | +0.7% |
| 3M | +5.7% | +4.5% | +1.2% | +2.9% |
| 6M | +0.8% | +14.1% | -13.3% | -6.9% |
| YTD | +9.1% | +14.8% | -5.7% | +0.4% |
| 1Y | +10.3% | +21.2% | -10.9% | -1.9% |
| 3Y | +45.8% | +76.6% | -30.7% | +2.6% |
| 5Y | +51.4% | +66.6% | -15.2% | +9.4% |
| All | +69.4% | +120.8% | -51.4% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling