-45.3%
ACHR vs VTEB
+2.3%
-47.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | +1.5% |
| 7D | -5.4% | -1.2% | -4.2% | -1.4% |
| 30D | -19.7% | -2.9% | -16.9% | -11.4% |
| 3M | +7.9% | -3.2% | +11.1% | +20.5% |
| 6M | -13.8% | -2.6% | -11.1% | -4.9% |
| YTD | -27.5% | -1.8% | -25.7% | -22.0% |
| 1Y | -33.9% | +0.2% | -34.2% | -33.1% |
| 3Y | -20.0% | +8.2% | -28.2% | -37.3% |
| 5Y | -44.0% | +0.8% | -44.8% | -47.9% |
| All | -45.3% | +2.3% | -47.6% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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