+394.6%
ABSI price history and return analytics
+74.2%
+320.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -2.8% |
| 7D | -6.9% | -1.1% | -5.8% | -4.0% |
| 30D | -13.6% | -1.0% | -12.6% | -10.7% |
| 3M | +26.1% | +3.2% | +23.0% | +18.2% |
| 6M | +235.1% | +12.5% | +222.6% | +154.4% |
| YTD | +135.2% | +14.1% | +121.2% | +74.1% |
| 1Y | +199.6% | +18.9% | +180.7% | +104.5% |
| 3Y | +394.6% | +74.1% | +320.5% | +23.7% |
| All | +394.6% | +74.2% | +320.3% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling