-10.5%
ACHR vs VLTO
+54.8%
-65.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.5% | +14.3% | +14.5% |
| 7D | +5.7% | +5.4% | +0.3% | +2.6% |
| 30D | -4.9% | +22.3% | -27.2% | -16.1% |
| 3M | -15.1% | +19.6% | -34.7% | -24.0% |
| 6M | -30.7% | +35.2% | -65.9% | -43.8% |
| YTD | -41.0% | +17.9% | -58.8% | -46.8% |
| 1Y | -50.0% | +19.5% | -69.5% | -55.7% |
| 3Y | -17.0% | +73.9% | -90.9% | -44.1% |
| All | -10.5% | +54.8% | -65.3% | -35.9% |
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