-97.4%
ABVC price history and return analytics
+53.2%
-150.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.2% |
| 7D | -6.6% | -4.2% | -2.5% | -3.5% |
| 30D | +0.1% | -5.8% | +5.9% | +4.7% |
| 3M | -3.9% | -5.2% | +1.4% | +0.3% |
| 6M | -5.7% | +0.1% | -5.9% | -5.6% |
| YTD | -54.4% | +8.2% | -62.6% | -56.8% |
| 1Y | -66.4% | +10.1% | -76.5% | -68.4% |
| 3Y | -17.0% | +69.7% | -86.7% | -38.1% |
| 5Y | -97.4% | +53.4% | -150.8% | -97.6% |
| All | -97.4% | +53.2% | -150.6% | -97.6% |
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