+1,150.8%
ARES vs ITOT
+378.5%
+772.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | -0.3% | +0.7% | -1.0% | -1.1% |
| 30D | +1.3% | -1.1% | +2.4% | +2.8% |
| 3M | +10.4% | +3.9% | +6.5% | +5.7% |
| 6M | +29.0% | +14.7% | +14.3% | +9.8% |
| YTD | -12.2% | +13.3% | -25.5% | -23.7% |
| 1Y | -18.4% | +19.1% | -37.6% | -33.1% |
| 3Y | +43.2% | +77.3% | -34.2% | -23.7% |
| 5Y | +102.6% | +74.1% | +28.5% | +13.3% |
| 10Y | +1,029.6% | +293.1% | +736.5% | +223.9% |
| All | +1,150.8% | +378.5% | +772.3% | +254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ITOT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling