-6.9%
ARES vs VSH
+62.1%
-68.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.1% | +11.2% | +6.6% |
| 7D | +10.5% | -13.6% | +24.2% | +11.9% |
| 30D | +16.8% | -30.4% | +47.2% | +21.1% |
| 3M | -3.2% | -33.3% | +30.0% | +0.5% |
| 6M | +16.4% | -15.1% | +31.5% | +11.2% |
| YTD | -12.4% | +80.2% | -92.6% | -32.9% |
| 1Y | -6.9% | +63.4% | -70.2% | -26.5% |
| All | -6.9% | +62.1% | -68.9% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling