+376.8%
V vs ARES
+1,045.9%
-669.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | -1.1% | -0.3% | -0.7% | -1.0% |
| 30D | +1.9% | +1.3% | +0.6% | +1.4% |
| 3M | +15.5% | +10.4% | +5.2% | +11.3% |
| 6M | +16.6% | +29.0% | -12.4% | +6.0% |
| YTD | +5.7% | -12.2% | +17.9% | +7.7% |
| 1Y | +8.6% | -18.4% | +27.0% | +12.5% |
| 3Y | +52.5% | +43.2% | +9.3% | +25.3% |
| 5Y | +67.1% | +102.6% | -35.5% | +16.8% |
| 10Y | +376.8% | +1,029.6% | -652.8% | +110.5% |
| All | +376.8% | +1,045.9% | -669.1% | +110.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling