-22.5%
ACHR vs VIG
+67.2%
-89.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | -9.2% | +3.5% | -12.7% | -16.7% |
| 30D | -1.0% | +4.9% | -5.9% | -13.0% |
| 3M | -42.2% | +2.5% | -44.7% | -45.8% |
| 6M | -38.2% | +11.0% | -49.2% | -53.0% |
| YTD | -46.4% | +16.0% | -62.4% | -63.3% |
| 1Y | -49.4% | +17.5% | -66.9% | -66.4% |
| 3Y | -22.5% | +67.0% | -89.5% | -83.1% |
| All | -22.5% | +67.2% | -89.7% | -83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling