+16.0%
VEEV vs ARES
+38.2%
-22.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -0.8% |
| 7D | -7.1% | -2.7% | -4.4% | -6.5% |
| 30D | +11.1% | -2.4% | +13.5% | +11.8% |
| 3M | +55.5% | +3.9% | +51.6% | +54.0% |
| 6M | +33.4% | +26.4% | +7.0% | +26.1% |
| YTD | +16.8% | -14.9% | +31.7% | +19.5% |
| 1Y | -7.7% | -20.4% | +12.7% | -4.7% |
| All | +16.0% | +38.2% | -22.2% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling