+76.0%
VUG vs ACHR
-44.8%
+120.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.7% | +5.2% | +0.1% |
| 7D | +0.1% | -2.7% | +2.7% | +0.4% |
| 30D | -1.7% | -12.1% | +10.5% | -0.5% |
| 3M | +2.8% | +3.4% | -0.6% | +1.6% |
| 6M | +13.6% | -15.6% | +29.3% | +14.4% |
| YTD | +8.1% | -26.9% | +34.9% | +10.0% |
| 1Y | +13.1% | -34.8% | +47.8% | +15.4% |
| 3Y | +87.0% | -19.2% | +106.2% | +74.7% |
| 5Y | +76.0% | -43.8% | +119.7% | +45.4% |
| All | +76.0% | -44.8% | +120.8% | +45.4% |
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