-44.0%
ACHR vs VIG
+88.6%
-132.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +0.9% |
| 7D | -2.3% | -1.1% | -1.2% | -0.1% |
| 30D | -11.3% | -2.7% | -8.5% | -5.8% |
| 3M | +5.3% | +2.5% | +2.7% | +0.3% |
| 6M | -13.2% | +9.2% | -22.5% | -26.7% |
| YTD | -25.8% | +9.8% | -35.6% | -37.6% |
| 1Y | -34.3% | +12.4% | -46.7% | -46.5% |
| 3Y | -19.9% | +55.9% | -75.8% | -61.1% |
| 5Y | -42.7% | +63.9% | -106.6% | -73.1% |
| All | -44.0% | +88.6% | -132.7% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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