-52.8%
ACHR vs VT
+88.1%
-140.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.0% |
| 7D | +14.0% | -0.1% | +14.2% | +14.5% |
| 30D | -5.0% | -3.1% | -2.0% | +2.3% |
| 3M | -24.8% | -3.5% | -21.3% | -17.9% |
| 6M | -27.3% | +0.5% | -27.8% | -26.2% |
| YTD | -37.4% | +10.8% | -48.1% | -47.9% |
| 1Y | -44.3% | +11.9% | -56.2% | -54.3% |
| 3Y | -5.2% | +73.0% | -78.2% | -64.6% |
| 5Y | -20.8% | +58.6% | -79.5% | -64.9% |
| All | -52.8% | +88.1% | -140.8% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling