-99.0%
ACH vs VT
+69.7%
-168.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -33.3% | +0.2% | -33.6% | -33.6% |
| 7D | -20.0% | -2.3% | -17.7% | -18.6% |
| 30D | -57.4% | -5.0% | -52.5% | -55.4% |
| 3M | -93.2% | -4.9% | -88.3% | -92.8% |
| 6M | -94.6% | -1.5% | -93.0% | -94.6% |
| YTD | -92.9% | +8.5% | -101.3% | -93.6% |
| 1Y | -93.6% | +11.4% | -105.0% | -94.5% |
| 3Y | -99.0% | +70.1% | -169.0% | -99.5% |
| All | -99.0% | +69.7% | -168.7% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling