-43.1%
ACHR vs VT
+13.0%
-56.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +1.6% |
| 7D | +15.3% | +0.4% | +15.0% | +14.0% |
| 30D | -3.0% | -2.6% | -0.4% | +4.3% |
| 3M | -14.0% | -3.2% | -10.7% | -5.7% |
| 6M | -25.8% | +0.9% | -26.7% | -25.7% |
| YTD | -36.0% | +11.3% | -47.3% | -50.4% |
| All | -43.1% | +13.0% | -56.1% | -57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling