-42.7%
ACHR vs VSH
+74.3%
-117.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.3% | -3.5% |
| 7D | -0.7% | +4.1% | -4.8% | -3.1% |
| 30D | +9.8% | -4.2% | +14.0% | +10.9% |
| 3M | -10.5% | -50.0% | +39.5% | +30.3% |
| 6M | -15.5% | +80.2% | -95.7% | -51.6% |
| YTD | -24.1% | +121.1% | -145.2% | -63.0% |
| 1Y | -32.4% | +112.0% | -144.4% | -66.0% |
| 3Y | -11.6% | +22.5% | -34.1% | -35.9% |
| 5Y | -42.9% | +64.0% | -106.9% | -67.3% |
| All | -42.7% | +74.3% | -117.0% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling