+1,164.6%
ARES vs VEU
+143.3%
+1,021.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.5% |
| 7D | -1.7% | +1.1% | -2.8% | -2.8% |
| 30D | +0.3% | +2.2% | -1.9% | -2.0% |
| 3M | +8.5% | +3.0% | +5.5% | +5.1% |
| 6M | +23.5% | +10.9% | +12.6% | +10.2% |
| YTD | -11.2% | +18.2% | -29.4% | -25.9% |
| 1Y | -19.3% | +28.3% | -47.6% | -38.3% |
| 3Y | +48.7% | +74.6% | -26.0% | -16.9% |
| 5Y | +106.5% | +56.4% | +50.2% | +30.7% |
| 10Y | +1,055.3% | +153.0% | +902.3% | +401.2% |
| All | +1,164.6% | +143.3% | +1,021.4% | +459.6% |
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