+102.6%
ARES vs VRSN
+30.0%
+72.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.6% |
| 7D | -0.3% | -2.1% | +1.8% | +0.7% |
| 30D | +1.3% | -3.9% | +5.2% | +3.1% |
| 3M | +10.4% | -0.1% | +10.5% | +9.9% |
| 6M | +29.0% | +16.4% | +12.6% | +17.2% |
| YTD | -12.2% | +17.2% | -29.4% | -21.2% |
| 1Y | -18.4% | +1.0% | -19.4% | -20.2% |
| 3Y | +43.2% | +39.1% | +4.1% | +10.2% |
| 5Y | +102.6% | +29.0% | +73.6% | +67.5% |
| All | +102.6% | +30.0% | +72.6% | +67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling