+1,024.4%
VRT vs ARES
+105.3%
+919.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.5% |
| 7D | +13.6% | -0.3% | +14.0% | +13.9% |
| 30D | +6.8% | +1.3% | +5.5% | +5.1% |
| 3M | -3.2% | +10.4% | -13.6% | -11.5% |
| 6M | +20.3% | +29.0% | -8.7% | -5.9% |
| YTD | +79.6% | -12.2% | +91.8% | +88.4% |
| 1Y | +139.0% | -18.4% | +157.4% | +162.4% |
| 3Y | +644.6% | +43.2% | +601.4% | +411.2% |
| 5Y | +1,024.4% | +102.6% | +921.8% | +435.4% |
| All | +1,024.4% | +105.3% | +919.1% | +435.4% |
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 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