-49.4%
VG vs ARES
-24.2%
-25.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -7.7% | +8.1% | -15.8% | -9.6% |
| 30D | -8.8% | +18.9% | -27.7% | -13.3% |
| 3M | -15.6% | +2.3% | -18.0% | -16.8% |
| 6M | +5.2% | +12.7% | -7.5% | -1.4% |
| YTD | +76.9% | -10.8% | +87.7% | +89.4% |
| 1Y | +42.5% | -5.3% | +47.8% | +44.2% |
| All | -49.4% | -24.2% | -25.2% | -27.5% |
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