-17.1%
ACRE vs VT
+217.6%
-234.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.6% |
| 7D | +6.0% | -0.1% | +6.1% | +6.1% |
| 30D | +0.3% | -3.1% | +3.3% | +4.2% |
| 3M | -19.9% | -3.5% | -16.4% | -16.3% |
| 6M | -25.7% | +0.5% | -26.1% | -26.5% |
| YTD | -17.5% | +10.8% | -28.3% | -28.5% |
| 1Y | -14.6% | +11.9% | -26.5% | -27.0% |
| 3Y | -44.1% | +73.0% | -117.1% | -73.4% |
| 5Y | -56.8% | +58.6% | -115.4% | -76.8% |
| 10Y | -17.1% | +219.2% | -236.2% | -76.8% |
| All | -17.1% | +217.6% | -234.7% | -76.8% |
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