+897.3%
VST vs ARES
+1,016.4%
-119.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.3% | -3.9% | -5.3% |
| 7D | -19.9% | +4.9% | -24.8% | -21.8% |
| 30D | -29.7% | +13.6% | -43.2% | -33.8% |
| 3M | -19.6% | -3.3% | -16.2% | -19.4% |
| 6M | -29.4% | +11.0% | -40.4% | -33.8% |
| YTD | -29.7% | -14.4% | -15.3% | -27.9% |
| 1Y | -40.0% | -9.1% | -30.9% | -40.3% |
| 3Y | +231.0% | +37.1% | +193.9% | +193.2% |
| 5Y | +500.1% | +83.3% | +416.7% | +369.7% |
| 10Y | +1,004.2% | +1,201.6% | -197.4% | +414.6% |
| All | +897.3% | +1,016.4% | -119.1% | +400.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling