-18.7%
ACHR vs VLTO
+56.4%
-75.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.6% | -7.3% |
| 7D | -9.2% | +1.0% | -10.2% | -9.7% |
| 30D | -1.0% | +17.5% | -18.5% | -10.1% |
| 3M | -42.2% | +21.4% | -63.6% | -48.7% |
| 6M | -38.2% | +38.1% | -76.3% | -50.4% |
| YTD | -46.4% | +19.0% | -65.4% | -52.0% |
| 1Y | -49.4% | +20.7% | -70.0% | -55.3% |
| 3Y | -22.5% | +64.3% | -86.8% | -45.6% |
| All | -18.7% | +56.4% | -75.1% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling