+102.6%
ARES vs VSAT
+53.4%
+49.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.3% | -1.5% |
| 7D | -0.3% | +17.3% | -17.6% | -2.4% |
| 30D | +1.3% | -3.3% | +4.6% | +1.5% |
| 3M | +10.4% | +18.7% | -8.4% | +6.6% |
| 6M | +29.0% | +77.6% | -48.5% | +17.4% |
| YTD | -12.2% | +125.6% | -137.8% | -22.7% |
| 1Y | -18.4% | +158.3% | -176.8% | -30.0% |
| 3Y | +43.2% | +226.1% | -183.0% | +10.2% |
| 5Y | +102.6% | +54.7% | +47.9% | +56.4% |
| All | +102.6% | +53.4% | +49.1% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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