-22.5%
ACHR vs VSH
+31.2%
-53.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.2% | -2.7% | -4.7% |
| 7D | -9.2% | +14.3% | -23.6% | -15.4% |
| 30D | -1.0% | -7.9% | +6.9% | +2.0% |
| 3M | -42.2% | -19.9% | -22.3% | -37.2% |
| 6M | -38.2% | -30.5% | -7.7% | -33.1% |
| YTD | -46.4% | +85.7% | -132.1% | -71.8% |
| 1Y | -49.4% | +98.9% | -148.3% | -74.6% |
| 3Y | -22.5% | +32.1% | -54.6% | -52.3% |
| All | -22.5% | +31.2% | -53.7% | -52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling