+629.3%
VST vs ARES
+87.1%
+542.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -6.0% | +8.1% | -14.2% | -9.8% |
| 30D | -18.8% | +18.9% | -37.7% | -26.0% |
| 3M | -8.0% | +2.3% | -10.4% | -10.2% |
| 6M | -10.9% | +12.7% | -23.6% | -18.1% |
| YTD | -18.3% | -10.8% | -7.6% | -16.7% |
| 1Y | -29.9% | -5.3% | -24.6% | -31.4% |
| 3Y | +290.3% | +42.0% | +248.3% | +232.3% |
| All | +629.3% | +87.1% | +542.2% | +429.5% |
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 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