+75.0%
VTI vs ACHR
-42.8%
+117.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | -0.9% | -2.3% | +1.4% | -0.7% |
| 30D | -1.4% | -11.3% | +9.8% | -0.5% |
| 3M | +3.6% | +5.3% | -1.7% | +2.4% |
| 6M | +13.6% | -13.2% | +26.8% | +13.9% |
| YTD | +12.9% | -25.8% | +38.7% | +14.3% |
| 1Y | +17.2% | -34.3% | +51.5% | +19.0% |
| 3Y | +75.7% | -19.9% | +95.6% | +66.4% |
| All | +75.0% | -42.8% | +117.8% | +50.4% |
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