+43.2%
ARES vs VEU
+77.0%
-33.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | -0.3% | +1.7% | -2.0% | -2.2% |
| 30D | +1.3% | +1.0% | +0.3% | +0.2% |
| 3M | +10.4% | +5.6% | +4.7% | +3.5% |
| 6M | +29.0% | +13.7% | +15.3% | +10.4% |
| YTD | -12.2% | +17.7% | -29.9% | -28.3% |
| 1Y | -18.4% | +25.8% | -44.2% | -38.9% |
| 3Y | +43.2% | +77.1% | -33.9% | -29.7% |
| All | +43.2% | +77.0% | -33.8% | -29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling