+43.2%
ARES vs VOO
+79.1%
-35.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.2% |
| 7D | -0.3% | +0.5% | -0.9% | -1.2% |
| 30D | +1.3% | -0.9% | +2.2% | +2.9% |
| 3M | +10.4% | +3.9% | +6.5% | +4.2% |
| 6M | +29.0% | +14.5% | +14.5% | +4.8% |
| YTD | -12.2% | +13.0% | -25.1% | -26.5% |
| 1Y | -18.4% | +19.4% | -37.9% | -37.3% |
| 3Y | +43.2% | +78.9% | -35.7% | -33.4% |
| All | +43.2% | +79.1% | -35.9% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling