+1,197.5%
ARES vs VTEB
+26.0%
+1,171.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.5% |
| 7D | -2.7% | -0.7% | -2.0% | -1.9% |
| 30D | -2.4% | -2.1% | -0.3% | -0.1% |
| 3M | +3.9% | -2.7% | +6.6% | +7.1% |
| 6M | +26.4% | -2.1% | +28.5% | +29.6% |
| YTD | -14.9% | -1.1% | -13.8% | -13.7% |
| 1Y | -20.4% | +1.3% | -21.7% | -21.3% |
| 3Y | +38.8% | +9.0% | +29.8% | +25.2% |
| 5Y | +97.0% | +1.5% | +95.5% | +91.4% |
| 10Y | +999.8% | +18.5% | +981.3% | +1,037.9% |
| All | +1,197.5% | +26.0% | +1,171.5% | +1,388.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling