+1,149.7%
ARES vs VO
+197.5%
+952.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.4% | +0.7% |
| 7D | +5.0% | -0.1% | +5.1% | +5.2% |
| 30D | +19.1% | +0.5% | +18.6% | +18.4% |
| 3M | +3.1% | -1.0% | +4.1% | +4.7% |
| 6M | +12.9% | +6.4% | +6.4% | +4.9% |
| YTD | -10.7% | +13.6% | -24.2% | -23.0% |
| 1Y | -5.5% | +14.5% | -20.0% | -19.3% |
| 3Y | +45.0% | +67.2% | -22.2% | -19.5% |
| 5Y | +87.4% | +36.1% | +51.3% | +35.8% |
| All | +1,149.7% | +197.5% | +952.3% | +347.0% |
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