-6.9%
ARES vs VEU
+17.0%
-23.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.2% | +4.3% |
| 7D | +10.5% | +0.2% | +10.3% | +10.3% |
| 30D | +16.8% | -2.1% | +19.0% | +19.1% |
| 3M | -3.2% | -2.7% | -0.5% | -0.7% |
| 6M | +16.4% | +3.2% | +13.2% | +13.5% |
| YTD | -12.4% | +12.6% | -25.0% | -21.9% |
| 1Y | -6.9% | +17.1% | -24.0% | -20.2% |
| All | -6.9% | +17.0% | -23.9% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling