+104.8%
ARES vs VFC
-77.9%
+182.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.3% | -1.6% |
| 7D | -1.7% | -1.6% | -0.1% | -1.3% |
| 30D | +0.3% | -11.6% | +11.9% | +3.6% |
| 3M | +8.5% | -18.1% | +26.6% | +13.6% |
| 6M | +23.5% | -27.4% | +50.8% | +33.4% |
| YTD | -11.2% | -24.8% | +13.6% | -4.9% |
| 1Y | -19.3% | -8.2% | -11.1% | -18.7% |
| 3Y | +48.7% | -29.1% | +77.8% | +48.9% |
| All | +104.8% | -77.9% | +182.7% | +285.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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