+54.0%
VEA vs ARES
+82.0%
-28.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | +2.3% | +0.5% | +1.8% | +2.1% |
| 30D | +0.2% | +19.7% | -19.5% | -4.4% |
| 3M | -5.3% | -9.0% | +3.6% | -3.3% |
| 6M | -0.9% | +11.5% | -12.5% | -4.4% |
| YTD | +12.2% | -13.8% | +26.0% | +14.8% |
| 1Y | +16.1% | -5.6% | +21.7% | +15.4% |
| 3Y | +73.0% | +36.1% | +36.9% | +46.5% |
| All | +54.0% | +82.0% | -28.0% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling