-41.5%
ACHR vs VIG
+89.2%
-130.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +3.7% |
| 7D | +4.9% | -0.4% | +5.3% | +5.7% |
| 30D | +4.3% | -2.1% | +6.4% | +9.1% |
| 3M | +1.7% | +3.3% | -1.6% | -4.6% |
| 6M | -6.9% | +9.3% | -16.1% | -21.4% |
| YTD | -22.5% | +10.1% | -32.6% | -35.2% |
| 1Y | -31.5% | +14.7% | -46.2% | -46.5% |
| 3Y | -14.4% | +56.9% | -71.3% | -58.9% |
| 5Y | -41.6% | +62.9% | -104.6% | -72.6% |
| All | -41.5% | +89.2% | -130.7% | -77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling