+1,127.5%
ARES vs VOO
+394.9%
+732.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | +0.5% | +2.6% | -2.1% | -2.5% |
| 30D | +19.7% | -2.0% | +21.7% | +22.3% |
| 3M | -9.0% | -2.8% | -6.2% | -5.9% |
| 6M | +11.5% | +2.2% | +9.4% | +9.1% |
| YTD | -13.8% | +11.5% | -25.4% | -23.7% |
| 1Y | -5.6% | +13.5% | -19.1% | -18.1% |
| 3Y | +36.1% | +78.1% | -42.0% | -27.5% |
| 5Y | +82.7% | +73.1% | +9.5% | +2.8% |
| 10Y | +1,101.7% | +310.7% | +790.9% | +239.0% |
| All | +1,127.5% | +394.9% | +732.5% | +247.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling