+4.9%
ACRE vs VT
+363.1%
-358.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -1.7% | +0.4% | -2.2% | -2.2% |
| 30D | -2.8% | +1.0% | -3.7% | -3.8% |
| 3M | -6.4% | +2.4% | -8.8% | -9.1% |
| 6M | -6.4% | +12.0% | -18.4% | -18.1% |
| YTD | +2.0% | +15.3% | -13.3% | -13.8% |
| 1Y | +3.5% | +22.6% | -19.1% | -18.8% |
| 3Y | -33.9% | +74.7% | -108.5% | -65.3% |
| 5Y | -45.2% | +66.1% | -111.4% | -69.5% |
| 10Y | +8.4% | +225.0% | -216.6% | -66.0% |
| All | +4.9% | +363.1% | -358.2% | -73.8% |
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 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