+35.4%
ARES vs VYM
+64.0%
-28.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -1.9% |
| 7D | -7.7% | -1.9% | -5.8% | -4.6% |
| 30D | -8.7% | -2.6% | -6.1% | -4.4% |
| 3M | +2.8% | +3.6% | -0.7% | -2.8% |
| 6M | +23.1% | +8.7% | +14.4% | +7.4% |
| YTD | -17.3% | +14.1% | -31.4% | -33.2% |
| 1Y | -24.3% | +17.8% | -42.1% | -42.0% |
| All | +35.4% | +64.0% | -28.6% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling