+104.8%
ARES vs VMC
+55.0%
+49.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.6% |
| 7D | -1.7% | -4.3% | +2.7% | +1.2% |
| 30D | +0.3% | -8.2% | +8.5% | +5.9% |
| 3M | +8.5% | -7.0% | +15.5% | +12.9% |
| 6M | +23.5% | -10.8% | +34.2% | +31.4% |
| YTD | -11.2% | -7.4% | -3.8% | -9.1% |
| 1Y | -19.3% | -9.5% | -9.8% | -16.2% |
| 3Y | +48.7% | +20.5% | +28.2% | +22.6% |
| All | +104.8% | +55.0% | +49.9% | +37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling