-41.5%
ACHR vs VEU
+74.8%
-116.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.9% |
| 7D | +4.9% | +1.7% | +3.2% | +1.5% |
| 30D | +4.3% | +1.0% | +3.3% | +2.1% |
| 3M | +1.7% | +5.6% | -3.9% | -8.1% |
| 6M | -6.9% | +13.7% | -20.5% | -26.6% |
| YTD | -22.5% | +17.7% | -40.2% | -42.7% |
| 1Y | -31.5% | +25.8% | -57.3% | -55.0% |
| 3Y | -14.4% | +77.1% | -91.5% | -68.5% |
| 5Y | -41.6% | +57.1% | -98.8% | -74.6% |
| All | -41.5% | +74.8% | -116.4% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling