+31.4%
VCIT vs ARES
+1,100.6%
-1,069.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.7% | -0.5% |
| 7D | -1.4% | -0.3% | -1.1% | -1.4% |
| 30D | +0.8% | +15.3% | -14.5% | +0.2% |
| 3M | -1.7% | -5.4% | +3.6% | -1.6% |
| 6M | -2.1% | +10.0% | -12.1% | -2.6% |
| YTD | -2.0% | -14.7% | +12.6% | -1.7% |
| 1Y | -1.5% | -9.7% | +8.2% | -1.4% |
| 3Y | +19.0% | +35.8% | -16.8% | +16.0% |
| 5Y | +3.8% | +80.9% | -77.1% | -1.0% |
| All | +31.4% | +1,100.6% | -1,069.1% | +21.0% |
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