-42.7%
ACHR vs VRSN
+35.8%
-78.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.6% |
| 7D | -0.7% | +0.1% | -0.7% | -0.7% |
| 30D | +9.8% | -0.2% | +10.0% | +9.8% |
| 3M | -10.5% | -0.3% | -10.2% | -11.5% |
| 6M | -15.5% | +23.0% | -38.5% | -27.2% |
| YTD | -24.1% | +21.3% | -45.4% | -35.0% |
| 1Y | -32.4% | +6.7% | -39.2% | -37.0% |
| 3Y | -11.6% | +45.0% | -56.6% | -37.4% |
| 5Y | -42.9% | +35.0% | -77.9% | -57.7% |
| All | -42.7% | +35.8% | -78.5% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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