+17.5%
VZ vs ACHR
-43.7%
+61.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +0.1% | -0.7% | +0.8% | +0.1% |
| 30D | +7.9% | +9.8% | -1.9% | +7.9% |
| 3M | +13.6% | -10.5% | +24.2% | +13.7% |
| 6M | +1.1% | -15.5% | +16.6% | +1.2% |
| YTD | +29.3% | -24.1% | +53.4% | +29.5% |
| 1Y | +21.2% | -32.4% | +53.7% | +21.3% |
| 3Y | +75.9% | -11.6% | +87.5% | +73.2% |
| 5Y | +24.1% | -42.9% | +67.0% | +21.9% |
| All | +17.5% | -43.7% | +61.3% | +16.3% |
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