-6.9%
ARES vs VMC
+3.7%
-10.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +4.2% |
| 7D | +10.5% | +12.3% | -1.8% | +5.5% |
| 30D | +16.8% | +21.2% | -4.4% | +8.5% |
| 3M | -3.2% | +4.6% | -7.8% | -5.4% |
| 6M | +16.4% | +3.9% | +12.6% | +13.2% |
| YTD | -12.4% | +5.0% | -17.4% | -17.2% |
| 1Y | -6.9% | +2.6% | -9.5% | -11.7% |
| All | -6.9% | +3.7% | -10.6% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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