+689.7%
VST vs ACHR
-56.3%
+746.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +14.7% | -4.2% | +8.7% |
| 7D | -9.8% | +5.7% | -15.5% | -10.4% |
| 30D | -25.1% | -4.9% | -20.2% | -24.7% |
| 3M | -11.6% | -15.1% | +3.5% | -10.3% |
| 6M | -20.9% | -30.7% | +9.8% | -18.4% |
| YTD | -22.3% | -41.0% | +18.7% | -18.8% |
| 1Y | -32.0% | -50.0% | +18.0% | -27.8% |
| 3Y | +262.4% | -17.0% | +279.4% | +256.8% |
| 5Y | +563.4% | -29.4% | +592.8% | +516.9% |
| All | +689.7% | -56.3% | +746.0% | +646.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling