-42.7%
ACHR vs VO
+72.2%
-114.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.5% |
| 7D | -0.7% | -0.3% | -0.4% | -0.1% |
| 30D | +9.8% | -0.3% | +10.1% | +10.9% |
| 3M | -10.5% | +2.9% | -13.4% | -14.6% |
| 6M | -15.5% | +9.3% | -24.9% | -28.2% |
| YTD | -24.1% | +14.2% | -38.3% | -40.2% |
| 1Y | -32.4% | +15.3% | -47.7% | -47.0% |
| 3Y | -11.6% | +56.2% | -67.9% | -55.7% |
| 5Y | -42.9% | +42.4% | -85.3% | -66.5% |
| All | -42.7% | +72.2% | -114.9% | -72.0% |
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