+9.0%
ABEV price history and return analytics
+57.4%
-48.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -2.8% |
| 7D | +2.6% | +0.4% | +2.2% | +2.2% |
| 30D | -13.5% | -2.6% | -10.9% | -12.2% |
| 3M | -7.6% | -3.2% | -4.3% | -5.7% |
| 6M | -15.5% | +0.9% | -16.4% | -16.4% |
| YTD | +12.6% | +11.3% | +1.3% | +4.3% |
| 1Y | +14.4% | +14.0% | +0.4% | +4.2% |
| 3Y | +17.4% | +75.8% | -58.4% | -22.1% |
| 5Y | +9.0% | +57.8% | -48.9% | -21.6% |
| All | +9.0% | +57.4% | -48.4% | -21.6% |
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