+1,231.5%
VEEV vs ARES
+1,181.8%
+49.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.4% |
| 7D | -5.2% | -0.3% | -4.8% | -5.0% |
| 30D | +14.9% | +1.3% | +13.6% | +14.5% |
| 3M | +58.4% | +10.4% | +48.0% | +52.2% |
| 6M | +35.5% | +29.0% | +6.5% | +22.5% |
| YTD | +18.6% | -12.2% | +30.8% | +21.8% |
| 1Y | -6.3% | -18.4% | +12.1% | -2.1% |
| 3Y | +20.2% | +43.2% | -23.0% | -2.6% |
| 5Y | -13.8% | +102.6% | -116.4% | -39.8% |
| 10Y | +542.0% | +1,029.6% | -487.6% | +171.9% |
| All | +1,231.5% | +1,181.8% | +49.7% | +425.1% |
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 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