+392.8%
VIAV vs ARES
+1,157.9%
-765.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -5.9% |
| 7D | +7.9% | +0.5% | +7.4% | +7.8% |
| 30D | -20.3% | +19.7% | -40.0% | -25.0% |
| 3M | -28.5% | -9.0% | -19.6% | -26.9% |
| 6M | -42.7% | +11.5% | -54.3% | -45.3% |
| YTD | +72.4% | -13.8% | +86.2% | +75.5% |
| 1Y | +81.5% | -5.6% | +87.0% | +79.0% |
| 3Y | +293.8% | +36.1% | +257.7% | +236.1% |
| 5Y | +101.4% | +82.7% | +18.8% | +51.4% |
| 10Y | +293.8% | +1,101.7% | -807.8% | +90.8% |
| All | +392.8% | +1,157.9% | -765.1% | +127.6% |
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 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