+733.6%
VLO vs ACHR
-57.3%
+790.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -10.9% | +14.0% | +3.5% |
| 7D | +6.8% | +11.9% | -5.1% | +6.3% |
| 30D | -17.9% | -2.5% | -15.4% | -17.9% |
| 3M | +13.5% | -31.2% | +44.7% | +14.9% |
| 6M | +53.0% | -32.2% | +85.3% | +54.5% |
| YTD | +133.7% | -42.4% | +176.2% | +137.0% |
| 1Y | +115.7% | -49.9% | +165.6% | +119.7% |
| 3Y | +231.9% | -12.9% | +244.8% | +224.9% |
| 5Y | +471.6% | -24.6% | +496.1% | +435.8% |
| All | +733.6% | -57.3% | +790.9% | +656.2% |
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 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