-19.9%
ACHR vs VYM
+65.1%
-85.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +0.6% |
| 7D | -2.3% | -0.8% | -1.5% | -0.1% |
| 30D | -11.3% | -2.2% | -9.0% | -5.5% |
| 3M | +5.3% | +3.1% | +2.2% | -2.7% |
| 6M | -13.2% | +9.7% | -22.9% | -31.7% |
| YTD | -25.8% | +14.9% | -40.7% | -47.9% |
| 1Y | -34.3% | +17.6% | -51.8% | -56.1% |
| 3Y | -19.9% | +65.3% | -85.3% | -79.4% |
| All | -19.9% | +65.1% | -85.0% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling