+1,089.9%
ARES vs VOO
+311.2%
+778.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.9% |
| 7D | -0.3% | +3.3% | -3.6% | -4.4% |
| 30D | +15.3% | -2.7% | +18.0% | +19.2% |
| 3M | -5.4% | -1.7% | -3.6% | -3.2% |
| 6M | +10.0% | +3.1% | +6.9% | +6.0% |
| YTD | -14.7% | +11.9% | -26.6% | -25.7% |
| 1Y | -9.7% | +12.1% | -21.8% | -21.4% |
| 3Y | +35.8% | +78.6% | -42.8% | -32.5% |
| 5Y | +80.9% | +73.8% | +7.1% | -4.7% |
| All | +1,089.9% | +311.2% | +778.7% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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