-41.5%
ACHR vs VGT
+186.3%
-227.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.3% |
| 7D | +4.9% | +1.8% | +3.0% | +2.3% |
| 30D | +4.3% | -0.3% | +4.6% | +4.5% |
| 3M | +1.7% | +3.4% | -1.6% | -2.4% |
| 6M | -6.9% | +35.0% | -41.9% | -37.3% |
| YTD | -22.5% | +28.8% | -51.2% | -44.3% |
| 1Y | -31.5% | +38.0% | -69.5% | -54.6% |
| 3Y | -14.4% | +125.8% | -140.2% | -68.5% |
| 5Y | -41.6% | +134.7% | -176.4% | -79.4% |
| All | -41.5% | +186.3% | -227.8% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling