-20.4%
ACRE price history and return analytics
+221.8%
-242.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -4.7% | +2.4% | -7.0% | -7.5% |
| 30D | -0.6% | -1.5% | +0.9% | +1.3% |
| 3M | -24.1% | -4.1% | -20.0% | -20.0% |
| 6M | -21.5% | +0.6% | -22.1% | -22.5% |
| YTD | -19.4% | +11.0% | -30.4% | -30.3% |
| 1Y | -18.4% | +13.3% | -31.7% | -31.4% |
| 3Y | -44.9% | +73.4% | -118.3% | -73.9% |
| 5Y | -57.8% | +57.4% | -115.2% | -77.1% |
| All | -20.4% | +221.8% | -242.1% | -78.1% |
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