-41.7%
ACHR vs VWO
+34.0%
-75.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +1.1% |
| 7D | -2.3% | -1.8% | -0.5% | +1.0% |
| 30D | -11.3% | -0.1% | -11.2% | -11.2% |
| 3M | +5.3% | +2.2% | +3.0% | +1.8% |
| 6M | -13.2% | +8.8% | -22.0% | -24.3% |
| YTD | -25.8% | +12.4% | -38.2% | -38.8% |
| 1Y | -34.3% | +15.6% | -49.9% | -48.0% |
| 3Y | -19.9% | +62.5% | -82.5% | -63.8% |
| All | -41.7% | +34.0% | -75.7% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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