-41.7%
ACHR vs VTV
+80.6%
-122.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +0.9% |
| 7D | -2.3% | -1.1% | -1.2% | 0.0% |
| 30D | -11.3% | -1.0% | -10.3% | -9.2% |
| 3M | +5.3% | +4.6% | +0.6% | -4.4% |
| 6M | -13.2% | +13.5% | -26.7% | -33.1% |
| YTD | -25.8% | +18.5% | -44.3% | -47.2% |
| 1Y | -34.3% | +22.9% | -57.2% | -56.2% |
| 3Y | -19.9% | +67.8% | -87.8% | -68.1% |
| All | -41.7% | +80.6% | -122.3% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling