+73.1%
IVV vs ARES
+82.0%
-8.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +2.6% | +0.5% | +2.1% | +2.4% |
| 30D | -2.0% | +19.7% | -21.7% | -7.4% |
| 3M | -2.8% | -9.0% | +6.2% | -0.3% |
| 6M | +2.2% | +11.5% | -9.4% | -2.3% |
| YTD | +11.5% | -13.8% | +25.4% | +14.6% |
| 1Y | +13.5% | -5.6% | +19.1% | +12.6% |
| 3Y | +78.1% | +36.1% | +42.0% | +48.0% |
| All | +73.1% | +82.0% | -8.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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