+1,164.6%
ARES vs VSH
+178.7%
+985.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.4% | -5.4% | -2.5% |
| 7D | -1.7% | +4.1% | -5.7% | -3.1% |
| 30D | +0.3% | -4.2% | +4.4% | +1.0% |
| 3M | +8.5% | -50.0% | +58.4% | +33.4% |
| 6M | +23.5% | +80.2% | -56.7% | -10.3% |
| YTD | -11.2% | +121.1% | -132.3% | -41.0% |
| 1Y | -19.3% | +112.0% | -131.3% | -46.0% |
| 3Y | +48.7% | +22.5% | +26.1% | +17.5% |
| 5Y | +106.5% | +64.0% | +42.5% | +43.1% |
| 10Y | +1,055.3% | +170.4% | +885.0% | +555.3% |
| All | +1,164.6% | +178.7% | +985.9% | +617.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling