-44.6%
VG vs ARES
-26.8%
-17.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | +14.0% | +0.5% | +13.5% | +13.7% |
| 30D | -1.0% | +19.7% | -20.6% | -6.2% |
| 3M | -2.7% | -9.0% | +6.3% | -0.5% |
| 6M | +1.5% | +11.5% | -10.1% | -5.1% |
| YTD | +93.7% | -13.8% | +107.5% | +109.0% |
| 1Y | +68.5% | -5.6% | +74.1% | +67.6% |
| All | -44.6% | -26.8% | -17.8% | -20.0% |
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 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