+608.4%
VST vs ACHR
-29.8%
+638.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | -0.2% |
| 7D | +6.6% | -9.2% | +15.8% | +7.8% |
| 30D | -12.4% | -1.0% | -11.4% | -12.3% |
| 3M | -9.0% | -42.2% | +33.2% | -3.0% |
| 6M | -6.4% | -38.2% | +31.7% | -2.1% |
| YTD | -17.2% | -46.4% | +29.2% | -12.3% |
| 1Y | -22.0% | -49.4% | +27.4% | -17.0% |
| 3Y | +296.7% | -22.5% | +319.2% | +294.9% |
| All | +608.4% | -29.8% | +638.2% | +533.7% |
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