-41.7%
ACHR vs VSXY
+22.6%
-64.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +1.5% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -11.3% | -18.7% | +7.4% | -6.4% |
| 3M | +5.3% | -4.0% | +9.3% | +5.6% |
| 6M | -13.2% | +67.5% | -80.7% | -29.3% |
| YTD | -25.8% | +39.7% | -65.5% | -36.8% |
| 1Y | -34.3% | +180.0% | -214.3% | -56.3% |
| 3Y | -19.9% | +337.3% | -357.2% | -58.8% |
| All | -41.7% | +22.6% | -64.3% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 5y: compounded portfolio wealth divided by compounded VSXY 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…
5y analysis · Full analysis span regression · 6 months rolling