+368.1%
VTI vs ARES
+1,157.9%
-789.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +2.5% | +0.5% | +2.1% | +2.4% |
| 30D | -1.5% | +19.7% | -21.2% | -6.9% |
| 3M | -3.2% | -9.0% | +5.8% | -0.8% |
| 6M | +2.3% | +11.5% | -9.2% | -2.0% |
| YTD | +11.6% | -13.8% | +25.5% | +14.0% |
| 1Y | +13.8% | -5.6% | +19.4% | +12.7% |
| 3Y | +77.4% | +36.1% | +41.3% | +52.7% |
| 5Y | +64.6% | +82.7% | -18.1% | +25.6% |
| 10Y | +290.6% | +1,101.7% | -811.1% | +96.0% |
| All | +368.1% | +1,157.9% | -789.8% | +127.3% |
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 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