-45.3%
ACHR vs VYM
+108.2%
-153.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.1% |
| 7D | -5.4% | -1.9% | -3.5% | -1.9% |
| 30D | -19.7% | -2.6% | -17.1% | -15.4% |
| 3M | +7.9% | +3.6% | +4.3% | +1.1% |
| 6M | -13.8% | +8.7% | -22.4% | -25.9% |
| YTD | -27.5% | +14.1% | -41.7% | -42.8% |
| 1Y | -33.9% | +17.8% | -51.8% | -50.3% |
| 3Y | -20.0% | +64.5% | -84.5% | -62.7% |
| 5Y | -44.0% | +77.5% | -121.5% | -74.7% |
| All | -45.3% | +108.2% | -153.5% | -78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling