-52.7%
ACHC vs VT
+69.4%
-122.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -4.1% | +12.0% | +10.9% |
| 7D | +18.1% | -4.2% | +22.3% | +21.5% |
| 30D | +19.8% | -5.8% | +25.6% | +24.9% |
| 3M | +7.9% | -5.2% | +13.2% | +12.1% |
| 6M | +37.7% | +0.1% | +37.5% | +37.6% |
| YTD | +145.2% | +8.2% | +136.9% | +129.3% |
| 1Y | +68.2% | +10.1% | +58.1% | +55.2% |
| All | -52.7% | +69.4% | -122.0% | -69.8% |
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 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