+567.3%
VRT vs ARES
+83.4%
+484.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | -21.4% | +4.5% | -25.9% | -24.8% |
| 30D | -25.8% | +15.7% | -41.6% | -34.7% |
| 3M | -33.5% | -2.0% | -31.5% | -33.8% |
| 6M | -49.0% | +10.4% | -59.4% | -54.4% |
| YTD | +12.9% | -14.2% | +27.2% | +19.2% |
| 1Y | 0.0% | -7.8% | +7.8% | -1.9% |
| 3Y | +361.8% | +41.4% | +320.4% | +212.7% |
| All | +567.3% | +83.4% | +484.0% | +227.8% |
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