+278.5%
VIAV vs ARES
+34.3%
+244.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.8% | -3.8% |
| 7D | +11.2% | -7.7% | +18.9% | +13.5% |
| 30D | -2.6% | -8.7% | +6.1% | -0.5% |
| 3M | -20.1% | +2.8% | -23.0% | -21.1% |
| 6M | +25.8% | +23.1% | +2.8% | +17.8% |
| YTD | +109.9% | -17.3% | +127.1% | +118.1% |
| 1Y | +214.3% | -24.3% | +238.6% | +235.8% |
| All | +278.5% | +34.3% | +244.2% | +250.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling