-24.6%
ACHR vs VCIT
+3.6%
-28.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.7% | -10.2% | -9.0% |
| 7D | +11.9% | -1.4% | +13.3% | +16.5% |
| 30D | -2.5% | +0.8% | -3.3% | -4.6% |
| 3M | -31.2% | -1.7% | -29.4% | -27.5% |
| 6M | -32.2% | -2.1% | -30.2% | -27.6% |
| YTD | -42.4% | -2.0% | -40.4% | -38.3% |
| 1Y | -49.9% | -1.5% | -48.5% | -47.1% |
| 3Y | -12.9% | +19.0% | -31.9% | -42.3% |
| 5Y | -24.6% | +3.8% | -28.3% | -42.5% |
| All | -24.6% | +3.6% | -28.2% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling