+12.5%
AEBI price history and return analytics
+27.6%
-15.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -2.9% |
| 7D | +3.3% | +1.0% | +2.3% | +1.5% |
| 30D | -4.8% | -0.2% | -4.6% | -4.2% |
| 3M | +4.5% | +4.5% | -0.1% | -4.1% |
| 6M | -6.4% | +14.1% | -20.4% | -28.3% |
| YTD | -1.0% | +14.8% | -15.8% | -25.5% |
| 1Y | +6.7% | +21.2% | -14.5% | -34.9% |
| All | +12.5% | +27.6% | -15.1% | -45.0% |
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