+122.4%
IVV vs ACHR
-57.3%
+179.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -10.9% | +10.6% | +0.6% |
| 7D | +3.3% | +11.9% | -8.5% | +2.2% |
| 30D | -2.7% | -2.5% | -0.2% | -2.7% |
| 3M | -1.7% | -31.2% | +29.5% | +0.9% |
| 6M | +3.2% | -32.2% | +35.4% | +5.3% |
| YTD | +12.0% | -42.4% | +54.4% | +15.3% |
| 1Y | +12.1% | -49.9% | +62.1% | +16.5% |
| 3Y | +78.6% | -12.9% | +91.5% | +68.6% |
| 5Y | +73.8% | -24.6% | +98.4% | +52.9% |
| All | +122.4% | -57.3% | +179.7% | +97.1% |
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