-39.3%
VG vs ARES
-24.6%
-14.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +1.7% | -1.7% | +3.4% | +2.1% |
| 30D | +16.0% | +0.3% | +15.7% | +15.4% |
| 3M | +9.7% | +8.5% | +1.2% | +5.2% |
| 6M | +29.6% | +23.5% | +6.1% | +14.3% |
| YTD | +112.0% | -11.2% | +123.2% | +127.8% |
| 1Y | +12.8% | -19.3% | +32.1% | +28.8% |
| All | -39.3% | -24.6% | -14.8% | -12.8% |
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