+93.5%
ARES vs VEU
+53.0%
+40.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -1.1% |
| 7D | -7.7% | -1.9% | -5.8% | -5.2% |
| 30D | -8.7% | -0.7% | -8.0% | -7.8% |
| 3M | +2.8% | +4.9% | -2.0% | -3.7% |
| 6M | +23.1% | +9.8% | +13.2% | +7.5% |
| YTD | -17.3% | +15.3% | -32.6% | -32.6% |
| 1Y | -24.3% | +23.0% | -47.3% | -43.9% |
| 3Y | +34.9% | +73.5% | -38.6% | -39.4% |
| 5Y | +93.5% | +54.5% | +39.0% | +5.1% |
| All | +93.5% | +53.0% | +40.4% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling