-7.1%
ACRE vs VT
+10.5%
-17.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.1% | +7.2% |
| 7D | +8.6% | -2.3% | +10.9% | +10.7% |
| 30D | 0.0% | -5.0% | +5.0% | +4.0% |
| 3M | -19.6% | -4.9% | -14.7% | -16.3% |
| 6M | -24.9% | -1.5% | -23.4% | -23.7% |
| YTD | -15.4% | +8.5% | -23.9% | -19.2% |
| 1Y | -7.1% | +11.4% | -18.5% | -12.7% |
| All | -7.1% | +10.5% | -17.6% | -12.7% |
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 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