+953.0%
ARES vs VSH
+178.4%
+774.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.3% |
| 7D | -7.7% | +2.8% | -10.5% | -8.6% |
| 30D | -8.7% | -6.0% | -2.7% | -7.2% |
| 3M | +2.8% | -42.6% | +45.5% | +21.1% |
| 6M | +23.1% | +82.1% | -59.0% | -12.7% |
| YTD | -17.3% | +117.5% | -134.8% | -46.0% |
| 1Y | -24.3% | +109.0% | -133.3% | -50.3% |
| 3Y | +34.9% | +34.9% | +0.1% | +1.0% |
| 5Y | +93.5% | +65.1% | +28.4% | +30.2% |
| All | +953.0% | +178.4% | +774.6% | +538.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling