+1,142.3%
VST vs ARES
+1,145.7%
-3.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.2% |
| 7D | +10.9% | +0.8% | +10.2% | +10.7% |
| 30D | -15.6% | +16.7% | -32.3% | -21.3% |
| 3M | -7.8% | -2.6% | -5.1% | -7.8% |
| 6M | -12.0% | +13.0% | -24.9% | -17.8% |
| YTD | -16.9% | -11.7% | -5.2% | -15.7% |
| 1Y | -25.1% | -6.7% | -18.4% | -26.1% |
| 3Y | +297.1% | +40.5% | +256.6% | +248.6% |
| 5Y | +641.9% | +88.2% | +553.7% | +474.7% |
| 10Y | +1,142.3% | +1,131.0% | +11.3% | +521.1% |
| All | +1,142.3% | +1,145.7% | -3.4% | +521.1% |
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