+43.7%
ARES vs VLTO
+54.8%
-11.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +4.5% | +5.4% | -0.8% | +1.7% |
| 30D | +15.7% | +22.3% | -6.6% | +4.1% |
| 3M | -2.0% | +19.6% | -21.6% | -10.9% |
| 6M | +10.4% | +35.2% | -24.7% | -6.4% |
| YTD | -14.2% | +17.9% | -32.1% | -21.3% |
| 1Y | -7.8% | +19.5% | -27.3% | -16.4% |
| 3Y | +41.4% | +73.9% | -32.5% | +14.9% |
| All | +43.7% | +54.8% | -11.2% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling