+228.3%
VT vs ARES
+1,149.6%
-921.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.4% |
| 7D | -4.2% | +4.9% | -9.1% | -5.5% |
| 30D | -5.8% | +13.6% | -19.4% | -9.2% |
| 3M | -5.2% | -3.3% | -1.9% | -4.7% |
| 6M | +0.1% | +11.0% | -10.9% | -3.6% |
| YTD | +8.2% | -14.4% | +22.6% | +10.7% |
| 1Y | +10.1% | -9.1% | +19.3% | +10.4% |
| 3Y | +69.7% | +37.1% | +32.5% | +46.8% |
| 5Y | +53.4% | +83.3% | -29.9% | +18.6% |
| 10Y | +219.2% | +1,201.6% | -982.3% | +63.8% |
| All | +228.3% | +1,149.6% | -921.2% | +64.4% |
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