-55.5%
ACHR vs VCIT
+2.7%
-58.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.1% | +14.9% | +15.1% |
| 7D | +5.7% | +0.1% | +5.6% | +5.3% |
| 30D | -4.9% | +1.9% | -6.8% | -9.8% |
| 3M | -15.1% | -1.4% | -13.7% | -11.8% |
| 6M | -30.7% | -2.1% | -28.6% | -26.2% |
| YTD | -41.0% | -1.6% | -39.3% | -37.7% |
| 1Y | -50.0% | -0.9% | -49.1% | -48.1% |
| 3Y | -17.0% | +20.0% | -37.0% | -45.3% |
| 5Y | -29.4% | +3.1% | -32.6% | -43.9% |
| All | -55.5% | +2.7% | -58.1% | -61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling