-20.3%
ACHR vs VO
+38.8%
-59.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +0.5% |
| 7D | +18.0% | +0.2% | +17.7% | +17.7% |
| 30D | +3.6% | +2.0% | +1.6% | -0.3% |
| 3M | -28.4% | -0.3% | -28.1% | -27.5% |
| 6M | -25.7% | +7.3% | -33.0% | -34.9% |
| YTD | -35.4% | +15.0% | -50.4% | -50.4% |
| 1Y | -45.6% | +14.7% | -60.3% | -57.8% |
| 3Y | -2.2% | +67.3% | -69.5% | -59.2% |
| 5Y | -20.3% | +38.8% | -59.1% | -52.9% |
| All | -20.3% | +38.8% | -59.1% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling