+103.2%
ARES vs VIG
+63.1%
+40.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | +0.3% |
| 7D | -0.3% | -0.4% | +0.1% | +0.4% |
| 30D | +1.3% | -2.1% | +3.4% | +5.1% |
| 3M | +10.4% | +3.3% | +7.0% | +4.7% |
| 6M | +29.0% | +9.3% | +19.7% | +11.5% |
| YTD | -12.2% | +10.1% | -22.3% | -24.6% |
| 1Y | -18.4% | +14.7% | -33.2% | -34.6% |
| 3Y | +43.2% | +56.9% | -13.8% | -30.0% |
| All | +103.2% | +63.1% | +40.1% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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