+953.6%
VRT vs ACHR
-44.8%
+998.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -5.7% | -3.9% | -8.4% |
| 7D | +2.4% | -2.7% | +5.1% | +3.1% |
| 30D | -2.7% | -12.1% | +9.5% | -0.2% |
| 3M | -9.2% | +3.4% | -12.6% | -11.0% |
| 6M | -0.5% | -15.6% | +15.1% | +1.4% |
| YTD | +62.3% | -26.9% | +89.2% | +69.6% |
| 1Y | +109.6% | -34.8% | +144.3% | +121.0% |
| 3Y | +573.1% | -19.2% | +592.3% | +527.6% |
| 5Y | +953.6% | -43.8% | +997.4% | +651.7% |
| All | +953.6% | -44.8% | +998.5% | +651.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling