+41.4%
ARES vs VO
+60.2%
-18.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.4% |
| 7D | +4.5% | -2.6% | +7.1% | +9.0% |
| 30D | +15.7% | -0.9% | +16.7% | +17.5% |
| 3M | -2.0% | -3.0% | +1.0% | +3.2% |
| 6M | +10.4% | +2.2% | +8.2% | +7.0% |
| YTD | -14.2% | +10.6% | -24.8% | -26.2% |
| 1Y | -7.8% | +12.5% | -20.3% | -22.9% |
| 3Y | +41.4% | +61.4% | -20.0% | -15.2% |
| All | +41.4% | +60.2% | -18.8% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling