-21.8%
ACHR vs VIG
+54.7%
-76.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.3% |
| 7D | -5.4% | -2.2% | -3.2% | +0.5% |
| 30D | -19.7% | -3.2% | -16.5% | -12.1% |
| 3M | +7.9% | +3.0% | +4.9% | -0.2% |
| 6M | -13.8% | +8.1% | -21.9% | -29.5% |
| YTD | -27.5% | +9.1% | -36.6% | -41.6% |
| 1Y | -33.9% | +12.6% | -46.5% | -50.4% |
| All | -21.8% | +54.7% | -76.5% | -75.4% |
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