+204.3%
ACHV vs VT
+23.3%
+181.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +4.8% | +0.4% | +4.4% | +3.9% |
| 30D | +27.5% | +1.0% | +26.5% | +25.4% |
| 3M | +60.5% | +2.4% | +58.1% | +54.1% |
| 6M | +85.4% | +12.0% | +73.4% | +47.9% |
| YTD | +70.8% | +15.3% | +55.5% | +28.2% |
| 1Y | +204.3% | +22.6% | +181.7% | +113.3% |
| All | +204.3% | +23.3% | +181.0% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling