-93.9%
ACH vs VT
+13.0%
-106.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | +2.6% | -12.6% | -11.5% |
| 7D | -30.8% | +0.4% | -31.1% | -31.4% |
| 30D | -58.1% | -2.6% | -55.5% | -57.3% |
| 3M | -93.6% | -3.2% | -90.3% | -93.4% |
| 6M | -95.0% | +0.9% | -95.9% | -95.1% |
| YTD | -93.6% | +11.3% | -104.9% | -94.1% |
| All | -93.9% | +13.0% | -106.9% | -94.5% |
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