+59.4%
VEA vs ARES
+90.2%
-30.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.5% | -0.5% |
| 7D | -2.1% | -7.7% | +5.6% | -0.1% |
| 30D | -1.1% | -8.7% | +7.7% | +1.2% |
| 3M | +5.1% | +2.8% | +2.2% | +3.8% |
| 6M | +9.8% | +23.1% | -13.3% | +2.9% |
| YTD | +15.9% | -17.3% | +33.2% | +20.0% |
| 1Y | +24.6% | -24.3% | +48.9% | +31.6% |
| 3Y | +75.5% | +34.9% | +40.6% | +48.7% |
| 5Y | +59.4% | +93.5% | -34.1% | +14.5% |
| All | +59.4% | +90.2% | -30.8% | +14.5% |
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