-42.7%
ACHR vs VMC
+96.4%
-139.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.5% |
| 7D | -0.7% | -4.3% | +3.6% | +2.3% |
| 30D | +9.8% | -8.2% | +18.1% | +16.6% |
| 3M | -10.5% | -7.0% | -3.5% | -7.1% |
| 6M | -15.5% | -10.8% | -4.8% | -10.0% |
| YTD | -24.1% | -7.4% | -16.7% | -21.8% |
| 1Y | -32.4% | -9.5% | -22.9% | -29.1% |
| 3Y | -11.6% | +20.5% | -32.1% | -24.9% |
| 5Y | -42.9% | +51.6% | -94.5% | -58.6% |
| All | -42.7% | +96.4% | -139.1% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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