+999.8%
ARES vs VO
+193.0%
+806.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.0% |
| 7D | -2.7% | -0.6% | -2.1% | -1.9% |
| 30D | -2.4% | -1.9% | -0.5% | +0.1% |
| 3M | +3.9% | +3.3% | +0.7% | +0.1% |
| 6M | +26.4% | +9.7% | +16.7% | +13.1% |
| YTD | -14.9% | +12.6% | -27.5% | -25.8% |
| 1Y | -20.4% | +13.6% | -34.1% | -31.2% |
| 3Y | +38.8% | +56.8% | -18.0% | -16.4% |
| 5Y | +97.0% | +42.3% | +54.7% | +36.7% |
| 10Y | +999.8% | +199.2% | +800.6% | +323.0% |
| All | +999.8% | +193.0% | +806.8% | +323.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling