+1,127.5%
ARES vs VCLT
+33.9%
+1,093.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +0.5% | -2.3% | +2.7% | +1.9% |
| 30D | +19.7% | +0.8% | +18.9% | +19.3% |
| 3M | -9.0% | -2.7% | -6.3% | -7.4% |
| 6M | +11.5% | -4.3% | +15.8% | +14.7% |
| YTD | -13.8% | -4.3% | -9.5% | -11.3% |
| 1Y | -5.6% | -4.4% | -1.2% | -2.8% |
| 3Y | +36.1% | +13.8% | +22.3% | +26.6% |
| 5Y | +82.7% | -17.0% | +99.6% | +96.3% |
| 10Y | +1,101.7% | +20.9% | +1,080.8% | +1,110.6% |
| All | +1,127.5% | +33.9% | +1,093.6% | +1,104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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