-3.3%
ACHC price history and return analytics
+221.8%
-225.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +2.1% | +2.4% | -0.2% | -0.5% |
| 30D | +19.3% | -1.5% | +20.8% | +20.8% |
| 3M | +24.9% | -4.1% | +29.1% | +30.5% |
| 6M | +39.2% | +0.6% | +38.6% | +38.2% |
| YTD | +166.2% | +11.0% | +155.2% | +133.9% |
| 1Y | +135.0% | +13.3% | +121.6% | +101.7% |
| 3Y | -48.1% | +73.4% | -121.5% | -73.6% |
| 5Y | -41.6% | +57.4% | -99.1% | -66.5% |
| All | -3.3% | +221.8% | -225.1% | -74.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling