-99.4%
ACHV price history and return analytics
+226.9%
-326.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -2.6% |
| 7D | -12.4% | -2.0% | -10.4% | -10.6% |
| 30D | +7.5% | -1.4% | +9.0% | +9.2% |
| 3M | +26.6% | +4.7% | +21.9% | +20.9% |
| 6M | +70.1% | +11.4% | +58.7% | +54.2% |
| YTD | +46.5% | +13.1% | +33.4% | +31.3% |
| 1Y | +122.0% | +19.0% | +102.9% | +90.5% |
| 3Y | +52.9% | +73.9% | -21.0% | -6.9% |
| 5Y | -9.1% | +65.4% | -74.5% | -41.9% |
| All | -99.4% | +226.9% | -326.2% | -99.7% |
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