+43.9%
VCIT vs ARES
+1,149.6%
-1,105.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.3% |
| 7D | +0.5% | +4.9% | -4.5% | +0.3% |
| 30D | +2.1% | +13.6% | -11.5% | +1.6% |
| 3M | -1.6% | -3.3% | +1.7% | -1.5% |
| 6M | -1.6% | +11.0% | -12.6% | -2.0% |
| YTD | -1.5% | -14.4% | +12.9% | -1.3% |
| 1Y | -0.4% | -9.1% | +8.8% | -0.4% |
| 3Y | +19.6% | +37.1% | -17.5% | +17.2% |
| 5Y | +3.3% | +83.3% | -80.0% | -0.4% |
| 10Y | +28.9% | +1,201.6% | -1,172.7% | +21.3% |
| All | +43.9% | +1,149.6% | -1,105.7% | +35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling