+21.0%
VRT vs ACHR
-51.1%
+72.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -10.9% | +12.4% | +5.2% |
| 7D | +18.6% | +11.9% | +6.7% | +13.6% |
| 30D | -11.7% | -2.5% | -9.2% | -11.2% |
| 3M | -27.3% | -31.2% | +3.9% | -19.2% |
| 6M | -42.9% | -32.2% | -10.6% | -36.9% |
| YTD | +29.5% | -42.4% | +71.9% | +43.7% |
| 1Y | +21.0% | -49.9% | +71.0% | +40.6% |
| All | +21.0% | -51.1% | +72.1% | +40.6% |
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