+95.5%
ARES vs VYM
+77.5%
+18.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.4% |
| 7D | -6.1% | -0.8% | -5.3% | -4.8% |
| 30D | -7.5% | -2.2% | -5.3% | -3.8% |
| 3M | +0.1% | +3.1% | -3.0% | -4.6% |
| 6M | +30.3% | +9.7% | +20.6% | +12.0% |
| YTD | -16.6% | +14.9% | -31.5% | -33.3% |
| 1Y | -26.1% | +17.6% | -43.7% | -43.0% |
| 3Y | +36.4% | +65.3% | -28.9% | -37.9% |
| All | +95.5% | +77.5% | +18.0% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling