-19.0%
ACRE vs VT
+334.6%
-353.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +0.9% | +1.5% |
| 7D | -0.6% | -4.2% | +3.6% | +4.3% |
| 30D | -9.3% | -5.8% | -3.5% | -3.1% |
| 3M | -24.9% | -5.2% | -19.7% | -20.2% |
| 6M | -29.8% | +0.1% | -29.9% | -30.2% |
| YTD | -21.2% | +8.2% | -29.5% | -28.5% |
| 1Y | -15.9% | +10.1% | -26.1% | -25.3% |
| 3Y | -48.7% | +69.7% | -118.4% | -72.3% |
| 5Y | -58.6% | +53.4% | -112.0% | -74.8% |
| 10Y | -19.2% | +219.2% | -238.5% | -73.6% |
| All | -19.0% | +334.6% | -353.6% | -78.3% |
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