+1,112.5%
ARES vs VTRS
-58.7%
+1,171.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -2.7% | -3.5% | +0.8% | -1.9% |
| 30D | -2.4% | +2.1% | -4.5% | -2.9% |
| 3M | +3.9% | +2.6% | +1.3% | +3.0% |
| 6M | +26.4% | +17.8% | +8.6% | +21.1% |
| YTD | -14.9% | +35.7% | -50.5% | -21.1% |
| 1Y | -20.4% | +63.5% | -83.9% | -29.6% |
| 3Y | +38.8% | +85.1% | -46.3% | +16.4% |
| 5Y | +97.0% | +42.5% | +54.5% | +71.5% |
| 10Y | +999.8% | -48.2% | +1,048.0% | +949.3% |
| All | +1,112.5% | -58.7% | +1,171.1% | +1,055.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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