+87.4%
ARES vs VSH
+41.5%
+45.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +13.4% | -9.3% | +0.2% |
| 7D | +5.0% | +3.5% | +1.5% | +3.0% |
| 30D | +19.1% | -22.4% | +41.5% | +26.4% |
| 3M | +3.1% | -25.2% | +28.3% | +9.5% |
| 6M | +12.9% | -22.5% | +35.4% | +9.7% |
| YTD | -10.7% | +84.2% | -94.8% | -41.9% |
| 1Y | -5.5% | +87.1% | -92.6% | -39.2% |
| 3Y | +45.0% | +31.7% | +13.3% | +2.4% |
| 5Y | +87.4% | +42.6% | +44.8% | +11.8% |
| All | +87.4% | +41.5% | +45.9% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling