-5.3%
ARES vs VLTO
+20.4%
-25.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +8.1% | +1.6% | +6.5% | +7.6% |
| 30D | +18.9% | +22.0% | -3.0% | +11.6% |
| 3M | +2.3% | +21.9% | -19.6% | -4.0% |
| 6M | +12.7% | +36.5% | -23.8% | +3.1% |
| YTD | -10.8% | +19.0% | -29.7% | -14.1% |
| 1Y | -5.3% | +21.0% | -26.3% | -8.8% |
| All | -5.3% | +20.4% | -25.7% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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