-59.6%
ACHR vs VO
+71.9%
-131.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -7.0% |
| 7D | -9.2% | +3.1% | -12.3% | -14.3% |
| 30D | -1.0% | +2.2% | -3.2% | -4.8% |
| 3M | -42.2% | -2.5% | -39.7% | -38.6% |
| 6M | -38.2% | +7.0% | -45.1% | -45.0% |
| YTD | -46.4% | +14.0% | -60.4% | -57.3% |
| 1Y | -49.4% | +15.6% | -65.0% | -60.6% |
| 3Y | -22.5% | +66.2% | -88.7% | -64.9% |
| 5Y | -29.8% | +36.6% | -66.4% | -56.9% |
| All | -59.6% | +71.9% | -131.5% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling