+5.5%
AQEC price history and return analytics
+19.9%
-14.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.5% | +0.4% | -1.0% | -0.7% |
| 30D | +0.3% | +1.0% | -0.7% | 0.0% |
| 3M | +8.6% | +2.4% | +6.2% | +8.0% |
| 6M | +4.0% | +12.0% | -8.0% | -1.9% |
| YTD | +1.7% | +15.3% | -13.6% | -5.9% |
| All | +5.5% | +19.9% | -14.4% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling