+160.5%
VEA vs ARES
+1,112.4%
-952.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.1% |
| 30D | +0.2% | +19.7% | -19.5% | -4.7% |
| 3M | -5.3% | -9.0% | +3.6% | -3.2% |
| 6M | -0.9% | +11.5% | -12.5% | -4.7% |
| YTD | +12.2% | -13.8% | +26.0% | +14.5% |
| 1Y | +16.1% | -5.6% | +21.7% | +15.2% |
| 3Y | +73.0% | +36.1% | +36.9% | +48.4% |
| 5Y | +53.7% | +82.7% | -29.0% | +16.7% |
| All | +160.5% | +1,112.4% | -952.0% | +32.2% |
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 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