-44.0%
ACHR vs VNQ
+36.3%
-80.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +1.5% |
| 7D | -2.3% | -1.3% | -1.0% | -0.6% |
| 30D | -11.3% | -2.6% | -8.7% | -8.2% |
| 3M | +5.3% | -2.0% | +7.3% | +6.1% |
| 6M | -13.2% | +4.3% | -17.5% | -19.9% |
| YTD | -25.8% | +9.2% | -35.0% | -35.6% |
| 1Y | -34.3% | +5.6% | -39.9% | -40.4% |
| 3Y | -19.9% | +30.8% | -50.8% | -43.0% |
| 5Y | -42.7% | +8.0% | -50.6% | -48.9% |
| All | -44.0% | +36.3% | -80.3% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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