-59.6%
ACHR vs VEU
+64.8%
-124.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -6.8% |
| 7D | -9.2% | +2.1% | -11.3% | -12.5% |
| 30D | -1.0% | -0.9% | -0.1% | +1.4% |
| 3M | -42.2% | -5.4% | -36.8% | -35.1% |
| 6M | -38.2% | -1.8% | -36.4% | -34.7% |
| YTD | -46.4% | +10.9% | -57.3% | -55.2% |
| 1Y | -49.4% | +13.6% | -62.9% | -59.5% |
| 3Y | -22.5% | +69.3% | -91.8% | -68.8% |
| 5Y | -29.8% | +48.1% | -77.9% | -65.3% |
| All | -59.6% | +64.8% | -124.3% | -81.9% |
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