-26.1%
ABUS price history and return analytics
+346.0%
-372.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -13.1% | -2.3% | -10.7% | -11.0% |
| 30D | -14.7% | -5.0% | -9.7% | -10.6% |
| 3M | -19.4% | -4.9% | -14.5% | -15.6% |
| 6M | -17.2% | -1.5% | -15.7% | -15.9% |
| YTD | -23.9% | +8.5% | -32.4% | -28.8% |
| 1Y | -17.6% | +11.4% | -28.9% | -24.5% |
| 3Y | +94.7% | +70.1% | +24.6% | +24.5% |
| 5Y | +5.2% | +53.7% | -48.6% | -26.1% |
| 10Y | +24.1% | +220.0% | -195.9% | -47.9% |
| All | -26.1% | +346.0% | -372.1% | -71.0% |
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