+21.8%
VZ vs ACHR
-29.8%
+51.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.5% | -0.4% |
| 7D | +1.5% | -9.2% | +10.7% | +1.4% |
| 30D | +4.4% | -1.0% | +5.4% | +4.4% |
| 3M | -2.4% | -42.2% | +39.8% | -2.4% |
| 6M | +1.4% | -38.2% | +39.6% | +1.5% |
| YTD | +21.4% | -46.4% | +67.8% | +21.5% |
| 1Y | +20.3% | -49.4% | +69.6% | +20.4% |
| 3Y | +57.4% | -22.5% | +79.9% | +54.7% |
| All | +21.8% | -29.8% | +51.6% | +15.6% |
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 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