+399.2%
VOO vs ARES
+1,188.6%
-789.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | -0.9% | +0.8% | -1.7% | -1.1% |
| 30D | -2.3% | +16.7% | -19.1% | -6.8% |
| 3M | -1.2% | -2.6% | +1.5% | -0.8% |
| 6M | +3.3% | +13.0% | -9.6% | -1.2% |
| YTD | +12.3% | -11.7% | +24.1% | +13.9% |
| 1Y | +12.5% | -6.7% | +19.2% | +11.9% |
| 3Y | +79.2% | +40.5% | +38.7% | +53.3% |
| 5Y | +75.7% | +88.2% | -12.5% | +33.7% |
| 10Y | +313.7% | +1,131.0% | -817.3% | +108.9% |
| All | +399.2% | +1,188.6% | -789.4% | +144.3% |
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