+528.5%
VIAV vs ARES
+1,142.5%
-614.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +2.1% |
| 7D | +13.6% | -2.7% | +16.2% | +14.4% |
| 30D | +5.3% | -2.4% | +7.7% | +5.8% |
| 3M | -15.6% | +3.9% | -19.5% | -17.2% |
| 6M | +34.0% | +26.4% | +7.6% | +22.6% |
| YTD | +119.9% | -14.9% | +134.8% | +125.8% |
| 1Y | +235.2% | -20.4% | +255.6% | +250.0% |
| 3Y | +299.8% | +38.8% | +261.0% | +239.9% |
| 5Y | +140.1% | +97.0% | +43.1% | +77.2% |
| 10Y | +420.3% | +999.8% | -579.5% | +156.3% |
| All | +528.5% | +1,142.5% | -614.1% | +192.8% |
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