-41.5%
ACHR vs VOO
+123.2%
-164.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +3.2% |
| 7D | +4.9% | +0.5% | +4.3% | +3.7% |
| 30D | +4.3% | -0.9% | +5.2% | +6.5% |
| 3M | +1.7% | +3.9% | -2.1% | -4.7% |
| 6M | -6.9% | +14.5% | -21.4% | -27.1% |
| YTD | -22.5% | +13.0% | -35.4% | -37.3% |
| 1Y | -31.5% | +19.4% | -50.9% | -49.5% |
| 3Y | -14.4% | +78.9% | -93.3% | -67.1% |
| 5Y | -41.6% | +82.3% | -123.9% | -77.3% |
| All | -41.5% | +123.2% | -164.7% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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