-33.9%
ACHR vs VSH
+109.0%
-142.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -5.4% | +3.1% | -8.5% | -6.6% |
| 30D | -19.7% | -5.7% | -14.0% | -18.3% |
| 3M | +7.9% | -42.5% | +50.4% | +32.8% |
| 6M | -13.8% | +82.7% | -96.4% | -49.1% |
| YTD | -27.5% | +118.2% | -145.8% | -64.2% |
| 1Y | -33.9% | +109.7% | -143.6% | -65.5% |
| All | -33.9% | +109.0% | -142.9% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling