-4.4%
VEEV vs ARES
+82.0%
-86.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | -0.7% | +0.5% | -1.2% | -1.0% |
| 30D | +1.4% | +19.7% | -18.3% | -5.4% |
| 3M | +19.4% | -9.0% | +28.3% | +23.2% |
| 6M | +93.6% | +11.5% | +82.1% | +83.3% |
| YTD | +35.1% | -13.8% | +48.9% | +40.0% |
| 1Y | +3.4% | -5.6% | +9.0% | +2.7% |
| 3Y | +81.4% | +36.1% | +45.3% | +36.2% |
| All | -4.4% | +82.0% | -86.4% | -44.1% |
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