-37.0%
ACHR vs VT
+53.1%
-90.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | +3.5% |
| 7D | -11.6% | -4.2% | -7.5% | -2.5% |
| 30D | -16.8% | -5.8% | -11.0% | -4.0% |
| 3M | -25.6% | -5.2% | -20.3% | -15.1% |
| 6M | -33.7% | +0.1% | -33.9% | -32.2% |
| YTD | -48.5% | +8.2% | -56.8% | -55.6% |
| 1Y | -59.6% | +10.1% | -69.7% | -66.2% |
| 3Y | -29.3% | +69.7% | -98.9% | -74.6% |
| All | -37.0% | +53.1% | -90.0% | -70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling