+57.8%
VT vs ARES
+90.6%
-32.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.2% | -1.6% | +1.4% |
| 7D | +0.4% | +5.0% | -4.6% | -1.1% |
| 30D | -2.6% | +19.1% | -21.7% | -7.6% |
| 3M | -3.2% | +3.1% | -6.3% | -4.4% |
| 6M | +0.9% | +12.9% | -11.9% | -3.5% |
| YTD | +11.3% | -10.7% | +22.0% | +13.1% |
| 1Y | +14.0% | -5.5% | +19.5% | +13.4% |
| 3Y | +75.8% | +45.0% | +30.8% | +43.9% |
| 5Y | +57.8% | +87.4% | -29.6% | +12.3% |
| All | +57.8% | +90.6% | -32.8% | +12.3% |
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