+1,127.5%
ARES vs VEU
+128.3%
+999.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +0.5% | +2.1% | -1.6% | -1.7% |
| 30D | +19.7% | -0.9% | +20.6% | +20.8% |
| 3M | -9.0% | -5.4% | -3.6% | -3.4% |
| 6M | +11.5% | -1.8% | +13.3% | +13.7% |
| YTD | -13.8% | +10.9% | -24.8% | -23.1% |
| 1Y | -5.6% | +13.6% | -19.2% | -17.8% |
| 3Y | +36.1% | +69.3% | -33.1% | -21.4% |
| 5Y | +82.7% | +48.1% | +34.6% | +22.7% |
| 10Y | +1,101.7% | +148.0% | +953.7% | +448.2% |
| All | +1,127.5% | +128.3% | +999.2% | +481.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling