-61.2%
ACHR vs VT
+83.8%
-145.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | +3.0% |
| 7D | -11.6% | -4.2% | -7.5% | -2.9% |
| 30D | -16.8% | -5.8% | -11.0% | -4.7% |
| 3M | -25.6% | -5.2% | -20.3% | -15.7% |
| 6M | -33.7% | +0.1% | -33.9% | -32.2% |
| YTD | -48.5% | +8.2% | -56.8% | -55.1% |
| 1Y | -59.6% | +10.1% | -69.7% | -65.7% |
| 3Y | -29.3% | +69.7% | -98.9% | -72.5% |
| 5Y | -38.5% | +53.4% | -91.8% | -71.0% |
| All | -61.2% | +83.8% | -145.0% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling