+81.4%
VEEV vs ARES
+37.5%
+43.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -0.7% | +0.5% | -1.2% | -0.9% |
| 30D | +1.4% | +19.7% | -18.3% | -2.6% |
| 3M | +19.4% | -9.0% | +28.3% | +21.6% |
| 6M | +93.6% | +11.5% | +82.1% | +88.2% |
| YTD | +35.1% | -13.8% | +48.9% | +37.4% |
| 1Y | +3.4% | -5.6% | +9.0% | +3.1% |
| 3Y | +81.4% | +36.1% | +45.3% | +66.9% |
| All | +81.4% | +37.5% | +43.9% | +66.9% |
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