+81.7%
VRT vs ACHR
-36.6%
+118.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.4% |
| 7D | -7.7% | -5.4% | -2.3% | -6.1% |
| 30D | -12.0% | -19.7% | +7.8% | -6.8% |
| 3M | -11.7% | +7.9% | -19.6% | -15.1% |
| 6M | -8.1% | -13.8% | +5.7% | -6.6% |
| YTD | +53.2% | -27.5% | +80.8% | +60.0% |
| 1Y | +81.7% | -33.9% | +115.6% | +103.9% |
| All | +81.7% | -36.6% | +118.3% | +103.9% |
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