+379.7%
VRT vs ARES
+37.5%
+342.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.0% | -4.6% | -4.3% |
| 7D | +10.5% | +0.5% | +10.0% | +10.1% |
| 30D | -9.3% | +19.7% | -29.0% | -20.9% |
| 3M | -29.6% | -9.0% | -20.6% | -25.8% |
| 6M | -45.4% | +11.5% | -56.9% | -50.7% |
| YTD | +24.8% | -13.8% | +38.6% | +34.2% |
| 1Y | +23.6% | -5.6% | +29.2% | +20.9% |
| 3Y | +379.7% | +36.1% | +343.6% | +282.4% |
| All | +379.7% | +37.5% | +342.2% | +282.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling