+83.7%
VEA vs ACHR
-45.0%
+128.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.9% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | -0.8% | -11.3% | +10.5% | 0.0% |
| 3M | +2.5% | +5.3% | -2.8% | +1.5% |
| 6M | +11.1% | -13.2% | +24.4% | +11.4% |
| YTD | +17.2% | -25.8% | +43.0% | +18.5% |
| 1Y | +24.5% | -34.3% | +58.8% | +26.1% |
| 3Y | +75.4% | -19.9% | +95.4% | +67.1% |
| 5Y | +61.1% | -42.7% | +103.7% | +44.4% |
| All | +83.7% | -45.0% | +128.7% | +60.0% |
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