+66.6%
VT vs ARES
+105.6%
-39.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.3% |
| 7D | +0.4% | -1.7% | +2.1% | +0.9% |
| 30D | +1.0% | +0.3% | +0.7% | +0.8% |
| 3M | +2.4% | +8.5% | -6.1% | -0.6% |
| 6M | +12.0% | +23.5% | -11.5% | +3.8% |
| YTD | +15.3% | -11.2% | +26.6% | +17.6% |
| 1Y | +22.6% | -19.3% | +41.9% | +28.3% |
| 3Y | +74.7% | +48.7% | +26.0% | +41.7% |
| All | +66.6% | +105.6% | -39.0% | +13.8% |
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