+80.0%
VUG vs ACHR
-2.6%
+82.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.3% |
| 7D | -1.1% | +18.0% | -19.0% | -2.9% |
| 30D | -7.0% | +3.6% | -10.6% | -7.6% |
| 3M | -3.7% | -28.4% | +24.7% | -0.8% |
| 6M | -1.6% | -25.7% | +24.1% | +0.2% |
| YTD | +5.1% | -35.4% | +40.5% | +7.8% |
| 1Y | +3.8% | -45.6% | +49.4% | +7.9% |
| All | +80.0% | -2.6% | +82.6% | +74.6% |
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