+85.6%
VEA vs ACHR
-42.6%
+128.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.6% |
| 7D | +1.9% | +4.9% | -3.0% | +1.5% |
| 30D | +0.8% | +4.3% | -3.5% | +0.2% |
| 3M | +5.7% | +1.7% | +3.9% | +4.9% |
| 6M | +13.3% | -6.9% | +20.2% | +13.0% |
| YTD | +18.4% | -22.5% | +40.9% | +19.3% |
| 1Y | +27.0% | -31.5% | +58.4% | +28.2% |
| 3Y | +79.3% | -14.4% | +93.7% | +69.9% |
| 5Y | +62.1% | -41.6% | +103.8% | +45.0% |
| All | +85.6% | -42.6% | +128.2% | +61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling