-21.8%
ACHR vs VTR
+134.0%
-155.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.2% |
| 7D | -5.4% | -1.8% | -3.6% | -5.0% |
| 30D | -19.7% | +4.0% | -23.7% | -20.5% |
| 3M | +7.9% | +7.8% | +0.1% | +3.5% |
| 6M | -13.8% | +6.4% | -20.1% | -17.0% |
| YTD | -27.5% | +18.3% | -45.8% | -34.0% |
| 1Y | -33.9% | +33.9% | -67.9% | -44.4% |
| All | -21.8% | +134.0% | -155.9% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling