-51.4%
VG vs ARES
-27.3%
-24.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.4% |
| 7D | -22.0% | +4.9% | -26.9% | -23.2% |
| 30D | -14.7% | +13.6% | -28.3% | -18.0% |
| 3M | -7.1% | -3.3% | -3.8% | -6.9% |
| 6M | -11.2% | +11.0% | -22.2% | -16.9% |
| YTD | +69.8% | -14.4% | +84.2% | +83.7% |
| 1Y | +49.9% | -9.1% | +59.0% | +53.1% |
| All | -51.4% | -27.3% | -24.2% | -29.7% |
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