-99.5%
ACH vs VT
+224.7%
-324.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.1% |
| 7D | -46.4% | -0.7% | -45.7% | -46.5% |
| 30D | -61.5% | -1.7% | -59.8% | -61.2% |
| 3M | -88.1% | -2.3% | -85.8% | -87.9% |
| 6M | -96.1% | +1.5% | -97.7% | -96.2% |
| YTD | -94.6% | +12.0% | -106.7% | -95.3% |
| 1Y | -94.7% | +12.9% | -107.6% | -95.4% |
| 3Y | -99.1% | +74.9% | -174.1% | -99.5% |
| 5Y | -99.6% | +59.9% | -159.6% | -99.8% |
| All | -99.5% | +224.7% | -324.2% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling