+38.1%
ABUS price history and return analytics
+221.4%
-183.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +1.8% | +1.0% | +0.8% | +0.6% |
| 30D | +11.9% | -0.2% | +12.1% | +12.2% |
| 3M | +22.2% | +4.5% | +17.6% | +16.1% |
| 6M | +14.3% | +14.1% | +0.3% | -1.3% |
| YTD | +7.7% | +14.8% | -7.1% | -7.7% |
| 1Y | +26.7% | +21.2% | +5.5% | +2.4% |
| 3Y | +146.7% | +76.6% | +70.1% | +29.6% |
| 5Y | +54.2% | +66.6% | -12.4% | -13.1% |
| 10Y | +38.1% | +222.3% | -184.1% | -62.1% |
| All | +38.1% | +221.4% | -183.3% | -62.1% |
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