+724.2%
VLO vs ACHR
-43.7%
+767.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | +5.2% | -0.7% | +5.9% | +5.2% |
| 30D | +22.6% | +9.8% | +12.8% | +22.1% |
| 3M | +43.8% | -10.5% | +54.3% | +44.0% |
| 6M | +65.7% | -15.5% | +81.3% | +66.1% |
| YTD | +131.1% | -24.1% | +155.2% | +132.4% |
| 1Y | +143.6% | -32.4% | +176.1% | +145.3% |
| 3Y | +201.4% | -11.6% | +213.0% | +194.9% |
| 5Y | +568.9% | -42.9% | +611.8% | +521.3% |
| All | +724.2% | -43.7% | +767.9% | +641.5% |
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