-56.9%
ACHR vs VTV
+28.2%
-85.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -3.9% |
| 7D | -5.1% | +1.8% | -6.8% | -9.1% |
| 30D | -12.7% | +6.0% | -18.7% | -24.8% |
| 3M | -22.4% | +3.7% | -26.1% | -28.9% |
| 6M | -28.6% | +13.9% | -42.5% | -49.0% |
| YTD | -45.2% | +22.8% | -68.0% | -68.4% |
| 1Y | -56.9% | +27.9% | -84.8% | -78.8% |
| All | -56.9% | +28.2% | -85.2% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling