+151.9%
VEA vs ARES
+1,181.8%
-1,029.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +1.9% | -0.3% | +2.2% | +1.9% |
| 30D | +0.8% | +1.3% | -0.5% | +0.3% |
| 3M | +5.7% | +10.4% | -4.7% | +2.6% |
| 6M | +13.3% | +29.0% | -15.7% | +5.2% |
| YTD | +18.4% | -12.2% | +30.6% | +20.3% |
| 1Y | +27.0% | -18.4% | +45.4% | +30.8% |
| 3Y | +79.3% | +43.2% | +36.1% | +55.0% |
| 5Y | +62.1% | +102.6% | -40.5% | +24.7% |
| 10Y | +160.3% | +1,029.6% | -869.4% | +40.9% |
| All | +151.9% | +1,181.8% | -1,029.9% | +30.5% |
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 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