+123.4%
VRT vs ARES
-18.2%
+141.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.3% | +4.6% |
| 7D | +9.1% | -1.7% | +10.8% | +9.6% |
| 30D | +0.9% | +0.3% | +0.7% | +0.7% |
| 3M | -13.4% | +8.5% | -21.9% | -15.7% |
| 6M | +11.7% | +23.5% | -11.8% | +5.7% |
| YTD | +73.2% | -11.2% | +84.5% | +74.2% |
| 1Y | +123.4% | -19.3% | +142.7% | +129.9% |
| All | +123.4% | -18.2% | +141.6% | +129.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling