-30.5%
ACHR vs VEU
+47.6%
-78.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -6.8% |
| 7D | -9.2% | +2.1% | -11.3% | -12.7% |
| 30D | -1.0% | -0.9% | -0.1% | +1.5% |
| 3M | -42.2% | -5.4% | -36.8% | -34.6% |
| 6M | -38.2% | -1.8% | -36.4% | -34.6% |
| YTD | -46.4% | +10.9% | -57.3% | -56.0% |
| 1Y | -49.4% | +13.6% | -62.9% | -60.4% |
| 3Y | -22.5% | +69.3% | -91.8% | -71.9% |
| All | -30.5% | +47.6% | -78.1% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling