+1,171.2%
ARES vs VRSN
+566.2%
+605.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.9% |
| 7D | +8.1% | -0.9% | +9.0% | +8.6% |
| 30D | +18.9% | +2.4% | +16.5% | +17.5% |
| 3M | +2.3% | +6.4% | -4.0% | -1.0% |
| 6M | +12.7% | +8.6% | +4.2% | +7.1% |
| YTD | -10.8% | +29.3% | -40.0% | -23.1% |
| 1Y | -5.3% | +27.2% | -32.5% | -18.0% |
| 3Y | +42.0% | +52.8% | -10.8% | +9.0% |
| 5Y | +88.3% | +36.7% | +51.6% | +51.8% |
| 10Y | +1,148.2% | +290.8% | +857.4% | +647.4% |
| All | +1,171.2% | +566.2% | +605.1% | +641.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling