-41.7%
ACHR vs VTR
+87.5%
-129.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.6% |
| 7D | -2.3% | -0.3% | -2.0% | -2.1% |
| 30D | -11.3% | +1.1% | -12.4% | -11.8% |
| 3M | +5.3% | +7.9% | -2.6% | -0.9% |
| 6M | -13.2% | +6.2% | -19.4% | -18.4% |
| YTD | -25.8% | +17.7% | -43.5% | -34.6% |
| 1Y | -34.3% | +32.9% | -67.2% | -47.0% |
| 3Y | -19.9% | +129.7% | -149.6% | -57.0% |
| All | -41.7% | +87.5% | -129.2% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling