-44.0%
ACHR vs VTRS
+16.8%
-60.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.0% |
| 7D | -2.3% | -2.2% | -0.1% | -1.3% |
| 30D | -11.3% | +3.3% | -14.6% | -12.6% |
| 3M | +5.3% | +2.0% | +3.3% | +3.4% |
| 6M | -13.2% | +19.9% | -33.2% | -21.2% |
| YTD | -25.8% | +35.7% | -61.5% | -36.6% |
| 1Y | -34.3% | +68.1% | -102.4% | -49.3% |
| 3Y | -19.9% | +87.1% | -107.0% | -43.6% |
| 5Y | -42.7% | +47.6% | -90.3% | -58.5% |
| All | -44.0% | +16.8% | -60.8% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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