-44.0%
ACHR vs VO
+69.6%
-113.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +0.8% |
| 7D | -2.3% | -1.5% | -0.8% | +0.9% |
| 30D | -11.3% | -3.0% | -8.2% | -5.2% |
| 3M | +5.3% | +2.8% | +2.5% | +0.1% |
| 6M | -13.2% | +10.9% | -24.2% | -28.3% |
| YTD | -25.8% | +12.5% | -38.3% | -39.7% |
| 1Y | -34.3% | +12.0% | -46.2% | -45.4% |
| 3Y | -19.9% | +56.3% | -76.2% | -59.6% |
| 5Y | -42.7% | +42.9% | -85.6% | -65.8% |
| All | -44.0% | +69.6% | -113.6% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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