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Stock and ETF performance explorer

ACH price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-93.4%
VT return
+76.6%
Excess return
-170.0%
Maximum drawdown
-96.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-9.1%-0.5%-8.6%-8.5%
7D-4.3%+1.0%-5.4%-5.4%
30D-60.7%-0.2%-60.5%-60.5%
3M-56.9%+4.5%-61.4%-59.2%
6M-53.4%+14.1%-67.4%-60.5%
YTD-60.7%+14.8%-75.5%-67.0%
1Y-79.6%+21.2%-100.7%-84.1%
3Y-93.4%+76.6%-170.0%-97.3%
All-93.4%+76.6%-170.0%-97.3%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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