+1,046.5%
ARES vs VT
+224.5%
+822.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -1.7% | +0.4% | -2.1% | -2.2% |
| 30D | +0.3% | +1.0% | -0.7% | -1.0% |
| 3M | +8.5% | +2.4% | +6.1% | +5.3% |
| 6M | +23.5% | +12.0% | +11.5% | +6.2% |
| YTD | -11.2% | +15.3% | -26.6% | -26.3% |
| 1Y | -19.3% | +22.6% | -41.9% | -38.2% |
| 3Y | +48.7% | +74.7% | -26.0% | -26.6% |
| 5Y | +106.5% | +66.1% | +40.4% | +11.7% |
| All | +1,046.5% | +224.5% | +822.0% | +258.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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