+123.4%
ACHV price history and return analytics
+19.6%
+103.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.6% |
| 7D | -16.8% | -1.1% | -15.7% | -15.1% |
| 30D | +5.5% | -1.0% | +6.5% | +7.6% |
| 3M | +27.9% | +3.2% | +24.7% | +20.6% |
| 6M | +61.2% | +12.5% | +48.7% | +26.2% |
| YTD | +42.1% | +14.1% | +28.0% | +8.1% |
| 1Y | +123.4% | +18.9% | +104.5% | +55.2% |
| All | +123.4% | +19.6% | +103.8% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling