+95.5%
ARES vs VTEB
+1.2%
+94.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.4% |
| 7D | -6.1% | -0.9% | -5.2% | -5.0% |
| 30D | -7.5% | -2.5% | -5.0% | -4.7% |
| 3M | +0.1% | -3.0% | +3.1% | +3.7% |
| 6M | +30.3% | -2.1% | +32.4% | +33.8% |
| YTD | -16.6% | -1.5% | -15.1% | -14.9% |
| 1Y | -26.1% | +0.2% | -26.3% | -25.8% |
| 3Y | +36.4% | +8.6% | +27.9% | +18.1% |
| All | +95.5% | +1.2% | +94.3% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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