-100.0%
ACHV price history and return analytics
+356.5%
-456.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | -6.0% | +2.4% | -8.3% | -7.7% |
| 30D | -9.7% | -1.5% | -8.2% | -8.3% |
| 3M | -12.8% | -4.1% | -8.7% | -9.5% |
| 6M | +6.0% | +0.6% | +5.5% | +5.9% |
| YTD | +27.2% | +11.0% | +16.1% | +18.2% |
| 1Y | +38.0% | +13.3% | +24.6% | +26.5% |
| 3Y | +50.5% | +73.4% | -22.9% | -0.6% |
| 5Y | -23.1% | +57.4% | -80.5% | -45.0% |
| 10Y | -99.3% | +221.7% | -321.0% | -99.7% |
| All | -100.0% | +356.5% | -456.5% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling