-2.0%
ACHR vs VLTO
+57.1%
-59.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +2.9% |
| 7D | +18.0% | +1.5% | +16.5% | +17.1% |
| 30D | +3.6% | +20.9% | -17.3% | -7.7% |
| 3M | -28.4% | +21.4% | -49.8% | -36.4% |
| 6M | -25.7% | +37.6% | -63.3% | -40.2% |
| YTD | -35.4% | +19.5% | -54.9% | -42.2% |
| 1Y | -45.6% | +22.0% | -67.7% | -52.5% |
| 3Y | -2.2% | +70.7% | -72.9% | -33.1% |
| All | -2.0% | +57.1% | -59.1% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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