+35.3%
VGT vs ARES
-23.8%
+59.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -0.2% | -6.1% | +5.9% | +1.2% |
| 30D | -0.4% | -7.5% | +7.1% | +1.2% |
| 3M | +4.4% | +0.1% | +4.3% | +4.2% |
| 6M | +32.1% | +30.3% | +1.8% | +24.7% |
| YTD | +28.8% | -16.6% | +45.4% | +31.7% |
| 1Y | +35.3% | -26.1% | +61.4% | +39.6% |
| All | +35.3% | -23.8% | +59.1% | +39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling