+404.6%
VIAV vs ARES
+979.8%
-575.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.4% |
| 7D | +11.2% | -6.1% | +17.2% | +13.5% |
| 30D | -10.1% | -7.5% | -2.6% | -7.9% |
| 3M | -22.9% | +0.1% | -23.0% | -23.5% |
| 6M | +28.8% | +30.3% | -1.5% | +15.7% |
| YTD | +117.5% | -16.6% | +134.1% | +125.4% |
| 1Y | +216.1% | -26.1% | +242.2% | +240.5% |
| 3Y | +292.2% | +36.4% | +255.8% | +228.1% |
| 5Y | +141.0% | +95.0% | +46.0% | +71.0% |
| All | +404.6% | +979.8% | -575.3% | +133.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling