-44.0%
ACHR vs VGT
+186.3%
-230.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +0.7% |
| 7D | -2.3% | -0.2% | -2.1% | -2.0% |
| 30D | -11.3% | -0.4% | -10.9% | -10.7% |
| 3M | +5.3% | +4.4% | +0.9% | -0.7% |
| 6M | -13.2% | +32.1% | -45.3% | -39.8% |
| YTD | -25.8% | +28.8% | -54.6% | -46.7% |
| 1Y | -34.3% | +35.3% | -69.6% | -55.3% |
| 3Y | -19.9% | +124.8% | -144.7% | -70.4% |
| 5Y | -42.7% | +137.9% | -180.6% | -79.9% |
| All | -44.0% | +186.3% | -230.4% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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