+379.7%
VRT vs ACHR
-19.2%
+398.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.9% | +3.3% | -1.8% |
| 7D | +10.5% | -9.2% | +19.7% | +13.2% |
| 30D | -9.3% | -1.0% | -8.3% | -9.2% |
| 3M | -29.6% | -42.2% | +12.6% | -19.5% |
| 6M | -45.4% | -38.2% | -7.2% | -39.6% |
| YTD | +24.8% | -46.4% | +71.2% | +41.2% |
| 1Y | +23.6% | -49.4% | +73.0% | +41.3% |
| 3Y | +379.7% | -22.5% | +402.2% | +379.1% |
| All | +379.7% | -19.2% | +398.9% | +379.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling