+2,545.5%
VRT vs ARES
+729.8%
+1,815.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.1% | -6.5% | -7.7% |
| 7D | +2.4% | -2.7% | +5.1% | +4.2% |
| 30D | -2.7% | -2.4% | -0.3% | -1.5% |
| 3M | -9.2% | +3.9% | -13.1% | -11.8% |
| 6M | -0.5% | +26.4% | -26.9% | -16.3% |
| YTD | +62.3% | -14.9% | +77.2% | +71.9% |
| 1Y | +109.6% | -20.4% | +130.0% | +128.9% |
| 3Y | +573.1% | +38.8% | +534.3% | +448.5% |
| 5Y | +953.6% | +97.0% | +856.7% | +603.9% |
| All | +2,545.5% | +729.8% | +1,815.7% | +1,146.5% |
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