+1,121.7%
ARES vs VO
+240.5%
+881.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.4% |
| 7D | +4.5% | -2.6% | +7.1% | +7.8% |
| 30D | +15.7% | -0.9% | +16.7% | +17.1% |
| 3M | -2.0% | -3.0% | +1.0% | +1.8% |
| 6M | +10.4% | +2.2% | +8.2% | +8.2% |
| YTD | -14.2% | +10.6% | -24.8% | -22.7% |
| 1Y | -7.8% | +12.5% | -20.3% | -18.5% |
| 3Y | +41.4% | +61.4% | -20.0% | -13.8% |
| 5Y | +83.7% | +33.4% | +50.3% | +40.6% |
| 10Y | +1,204.1% | +201.5% | +1,002.5% | +410.3% |
| All | +1,121.7% | +240.5% | +881.2% | +380.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling