+601.6%
VLO vs ARES
+105.3%
+496.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.4% | +3.5% |
| 7D | +5.8% | -0.3% | +6.1% | +5.8% |
| 30D | +28.3% | +1.3% | +27.0% | +27.9% |
| 3M | +48.7% | +10.4% | +38.4% | +44.5% |
| 6M | +71.9% | +29.0% | +42.9% | +58.5% |
| YTD | +138.7% | -12.2% | +150.9% | +144.3% |
| 1Y | +148.5% | -18.4% | +166.9% | +158.6% |
| 3Y | +192.7% | +43.2% | +149.5% | +151.3% |
| 5Y | +601.6% | +102.6% | +499.0% | +421.2% |
| All | +601.6% | +105.3% | +496.3% | +421.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling