-5.6%
ARES vs VSH
+92.4%
-98.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.4% |
| 7D | +0.5% | +14.3% | -13.9% | -0.8% |
| 30D | +19.7% | -7.9% | +27.5% | +19.8% |
| 3M | -9.0% | -19.9% | +10.9% | -7.7% |
| 6M | +11.5% | -30.5% | +42.1% | +11.8% |
| YTD | -13.8% | +85.7% | -99.5% | -35.5% |
| 1Y | -5.6% | +98.9% | -104.5% | -30.9% |
| All | -5.6% | +92.4% | -98.0% | -30.9% |
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