+121.0%
IVV vs ACHR
-52.6%
+173.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.3% | -6.0% | +1.7% |
| 7D | +0.1% | +15.3% | -15.3% | -1.2% |
| 30D | -3.3% | -3.0% | -0.3% | -3.3% |
| 3M | -2.4% | -14.0% | +11.6% | -1.7% |
| 6M | +2.6% | -25.8% | +28.4% | +4.0% |
| YTD | +11.3% | -36.0% | +47.3% | +13.6% |
| 1Y | +13.4% | -41.2% | +54.6% | +16.4% |
| 3Y | +80.3% | -8.6% | +88.8% | +69.6% |
| 5Y | +72.7% | -20.6% | +93.3% | +51.1% |
| All | +121.0% | -52.6% | +173.6% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling