+756.9%
VLO vs ACHR
-46.3%
+803.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +4.0% | -5.4% | +9.4% | +4.2% |
| 30D | +19.0% | -19.7% | +38.7% | +19.9% |
| 3M | +50.0% | +7.9% | +42.1% | +49.1% |
| 6M | +79.1% | -13.8% | +92.9% | +79.3% |
| YTD | +140.3% | -27.5% | +167.8% | +142.0% |
| 1Y | +148.3% | -33.9% | +182.3% | +150.2% |
| 3Y | +194.6% | -20.0% | +214.6% | +189.4% |
| 5Y | +609.6% | -44.0% | +653.6% | +559.8% |
| All | +756.9% | -46.3% | +803.2% | +672.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling