-26.1%
ARES vs VICR
+293.8%
-319.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.2% | -10.4% | 0.0% |
| 7D | -6.1% | +5.0% | -11.0% | -6.4% |
| 30D | -7.5% | -12.5% | +5.0% | -6.9% |
| 3M | +0.1% | -33.6% | +33.7% | +1.8% |
| 6M | +30.3% | +10.7% | +19.6% | +22.8% |
| YTD | -16.6% | +80.6% | -97.2% | -26.0% |
| 1Y | -26.1% | +288.4% | -314.5% | -42.2% |
| All | -26.1% | +293.8% | -319.9% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling