-14.9%
ACRE vs VT
+215.5%
-230.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.1% | +7.1% |
| 7D | +8.6% | -2.3% | +10.9% | +12.0% |
| 30D | 0.0% | -5.0% | +5.0% | +6.6% |
| 3M | -19.6% | -4.9% | -14.7% | -14.3% |
| 6M | -24.9% | -1.5% | -23.4% | -23.8% |
| YTD | -15.4% | +8.5% | -23.9% | -24.7% |
| 1Y | -7.1% | +11.4% | -18.5% | -20.3% |
| 3Y | -43.7% | +70.1% | -113.7% | -72.6% |
| 5Y | -55.6% | +53.7% | -109.3% | -75.1% |
| All | -14.9% | +215.5% | -230.4% | -75.5% |
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