-21.8%
ACHR vs VGT
+121.2%
-143.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | +0.6% |
| 7D | -5.4% | -1.0% | -4.3% | -3.9% |
| 30D | -19.7% | -0.4% | -19.3% | -19.3% |
| 3M | +7.9% | +6.6% | +1.3% | -1.9% |
| 6M | -13.8% | +31.0% | -44.8% | -41.4% |
| YTD | -27.5% | +27.2% | -54.8% | -48.6% |
| 1Y | -33.9% | +34.5% | -68.4% | -56.1% |
| All | -21.8% | +121.2% | -143.0% | -72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling