+43.4%
ARES vs VLTO
+54.1%
-10.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | +4.9% | +12.0% | -7.1% | -1.2% |
| 30D | +13.6% | +20.8% | -7.3% | +2.8% |
| 3M | -3.3% | +20.1% | -23.4% | -12.3% |
| 6M | +11.0% | +32.6% | -21.6% | -4.9% |
| YTD | -14.4% | +17.3% | -31.7% | -21.3% |
| 1Y | -9.1% | +17.3% | -26.4% | -16.7% |
| 3Y | +37.1% | +66.9% | -29.8% | +12.5% |
| All | +43.4% | +54.1% | -10.7% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling