-5.6%
ARES vs VOO
+12.1%
-17.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.6% |
| 7D | +0.5% | +2.6% | -2.1% | -3.3% |
| 30D | +19.7% | -2.0% | +21.7% | +22.8% |
| 3M | -9.0% | -2.8% | -6.2% | -5.1% |
| 6M | +11.5% | +2.2% | +9.4% | +7.4% |
| YTD | -13.8% | +11.5% | -25.4% | -24.8% |
| 1Y | -5.6% | +13.5% | -19.1% | -19.0% |
| All | -5.6% | +12.1% | -17.7% | -19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling