+99.0%
ARES vs VICR
+47.2%
+51.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -2.3% |
| 7D | -2.7% | +1.3% | -3.9% | -2.9% |
| 30D | -2.4% | -11.9% | +9.6% | -0.9% |
| 3M | +3.9% | -35.1% | +39.1% | +9.0% |
| 6M | +26.4% | +8.1% | +18.2% | +17.2% |
| YTD | -14.9% | +67.8% | -82.6% | -28.3% |
| 1Y | -20.4% | +267.3% | -287.7% | -43.5% |
| 3Y | +38.8% | +191.2% | -152.4% | -3.1% |
| All | +99.0% | +47.2% | +51.8% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling