+123.4%
VRT vs ACHR
-32.2%
+155.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.6% |
| 7D | +9.1% | -0.7% | +9.8% | +9.3% |
| 30D | +0.9% | +9.8% | -8.9% | -3.0% |
| 3M | -13.4% | -10.5% | -2.9% | -12.3% |
| 6M | +11.7% | -15.5% | +27.2% | +13.7% |
| YTD | +73.2% | -24.1% | +97.3% | +78.1% |
| 1Y | +123.4% | -32.4% | +155.8% | +166.4% |
| All | +123.4% | -32.2% | +155.6% | +166.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling