+3.6%
AQEC price history and return analytics
+18.6%
-14.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.4% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | -1.7% | -0.7% | -1.1% | -1.5% |
| 3M | +6.2% | +4.0% | +2.2% | +4.6% |
| 6M | +3.1% | +12.3% | -9.2% | -3.2% |
| YTD | -0.1% | +14.0% | -14.1% | -7.2% |
| All | +3.6% | +18.6% | -14.9% | -6.4% |
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