-44.8%
ACHR vs VTV
+115.8%
-160.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.3% | -5.0% |
| 7D | -2.7% | -0.7% | -2.0% | -1.4% |
| 30D | -12.1% | -0.5% | -11.7% | -11.2% |
| 3M | +3.4% | +5.3% | -1.9% | -6.4% |
| 6M | -15.6% | +12.9% | -28.5% | -32.8% |
| YTD | -26.9% | +18.5% | -45.3% | -46.4% |
| 1Y | -34.8% | +25.3% | -60.0% | -56.6% |
| 3Y | -19.2% | +68.2% | -87.4% | -64.7% |
| 5Y | -43.8% | +80.6% | -124.4% | -76.3% |
| All | -44.8% | +115.8% | -160.7% | -79.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling