-26.1%
ARES vs VNQ
+7.2%
-33.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.1% |
| 7D | -6.1% | -1.3% | -4.8% | -5.0% |
| 30D | -7.5% | -2.6% | -4.9% | -5.4% |
| 3M | +0.1% | -2.0% | +2.1% | +1.7% |
| 6M | +30.3% | +4.3% | +25.9% | +23.5% |
| YTD | -16.6% | +9.2% | -25.8% | -25.5% |
| 1Y | -26.1% | +5.6% | -31.7% | -32.9% |
| All | -26.1% | +7.2% | -33.3% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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