+30.6%
VCIT vs ARES
+1,313.3%
-1,282.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | -0.1% |
| 7D | +0.7% | +5.0% | -4.2% | +0.5% |
| 30D | +1.8% | +19.1% | -17.3% | +1.1% |
| 3M | -1.6% | +3.1% | -4.6% | -1.7% |
| 6M | -2.1% | +12.9% | -14.9% | -2.7% |
| YTD | -1.6% | -10.7% | +9.1% | -1.5% |
| 1Y | -0.8% | -5.5% | +4.7% | -0.9% |
| 3Y | +19.9% | +45.0% | -25.1% | +16.7% |
| 5Y | +3.3% | +87.4% | -84.1% | -1.5% |
| 10Y | +30.6% | +1,267.4% | -1,236.8% | +20.8% |
| All | +30.6% | +1,313.3% | -1,282.7% | +20.8% |
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