+911.8%
VLO vs ARES
+971.5%
-59.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | 0.0% |
| 7D | +4.0% | -7.7% | +11.7% | +6.6% |
| 30D | +19.0% | -8.7% | +27.7% | +22.3% |
| 3M | +50.0% | +2.8% | +47.1% | +47.2% |
| 6M | +79.1% | +23.1% | +56.1% | +62.9% |
| YTD | +140.3% | -17.3% | +157.5% | +148.6% |
| 1Y | +148.3% | -24.3% | +172.6% | +163.6% |
| 3Y | +194.6% | +34.9% | +159.7% | +145.0% |
| 5Y | +609.6% | +93.5% | +516.1% | +392.0% |
| All | +911.8% | +971.5% | -59.7% | +323.0% |
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