-44.0%
ACHR vs VEU
+73.0%
-117.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.3% | +0.3% |
| 7D | -2.3% | -1.4% | -0.9% | +0.6% |
| 30D | -11.3% | -0.4% | -10.9% | -10.5% |
| 3M | +5.3% | +2.5% | +2.7% | +0.8% |
| 6M | -13.2% | +11.1% | -24.4% | -28.4% |
| YTD | -25.8% | +16.5% | -42.3% | -44.0% |
| 1Y | -34.3% | +22.9% | -57.2% | -54.8% |
| 3Y | -19.9% | +73.4% | -93.4% | -69.4% |
| 5Y | -42.7% | +56.1% | -98.8% | -74.5% |
| All | -44.0% | +73.0% | -117.1% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling