+1,148.2%
ARES vs VSH
+117.5%
+1,030.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.6% | -0.6% |
| 7D | +8.1% | -1.6% | +9.7% | +7.8% |
| 30D | +18.9% | -21.3% | +40.2% | +26.4% |
| 3M | +2.3% | -18.9% | +21.2% | +6.3% |
| 6M | +12.7% | -21.4% | +34.1% | +10.1% |
| YTD | -10.8% | +86.8% | -97.6% | -40.7% |
| 1Y | -5.3% | +85.8% | -91.1% | -37.1% |
| 3Y | +42.0% | +30.1% | +11.9% | +2.9% |
| 5Y | +88.3% | +42.8% | +45.5% | +28.9% |
| 10Y | +1,148.2% | +121.2% | +1,027.0% | +632.4% |
| All | +1,148.2% | +117.5% | +1,030.7% | +632.4% |
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