-97.0%
ACH price history and return analytics
+66.2%
-163.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.5% | -8.6% | -8.4% |
| 7D | -4.3% | +1.0% | -5.4% | -5.5% |
| 30D | -60.7% | -0.2% | -60.5% | -60.5% |
| 3M | -56.9% | +4.5% | -61.4% | -59.3% |
| 6M | -53.4% | +14.1% | -67.4% | -60.9% |
| YTD | -60.7% | +14.8% | -75.5% | -67.3% |
| 1Y | -79.6% | +21.2% | -100.7% | -84.3% |
| 3Y | -93.4% | +76.6% | -170.0% | -97.0% |
| 5Y | -97.0% | +66.6% | -163.6% | -98.6% |
| All | -97.0% | +66.2% | -163.2% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling