+102.6%
ARES vs VSH
+65.5%
+37.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -0.3% | +6.2% | -6.5% | -2.4% |
| 30D | +1.3% | -11.1% | +12.4% | +4.8% |
| 3M | +10.4% | -44.9% | +55.3% | +31.1% |
| 6M | +29.0% | +90.0% | -60.9% | -11.9% |
| YTD | -12.2% | +118.8% | -131.0% | -44.3% |
| 1Y | -18.4% | +109.0% | -127.4% | -47.8% |
| 3Y | +43.2% | +35.6% | +7.5% | +7.6% |
| 5Y | +102.6% | +66.7% | +35.9% | +21.7% |
| All | +102.6% | +65.5% | +37.1% | +21.7% |
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