+1,089.9%
ARES vs VRSN
+291.7%
+798.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | +15.3% | +3.6% | +11.7% | +13.0% |
| 3M | -5.4% | +10.8% | -16.1% | -10.7% |
| 6M | +10.0% | +9.9% | +0.1% | +3.2% |
| YTD | -14.7% | +29.8% | -44.5% | -28.1% |
| 1Y | -9.7% | +26.3% | -36.0% | -22.8% |
| 3Y | +35.8% | +53.5% | -17.7% | -0.1% |
| 5Y | +80.9% | +34.8% | +46.1% | +42.4% |
| All | +1,089.9% | +291.7% | +798.2% | +644.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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