+96.3%
VTR vs ARES
+979.8%
-883.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -0.3% | -6.1% | +5.8% | +1.2% |
| 30D | +1.1% | -7.5% | +8.6% | +3.0% |
| 3M | +7.9% | +0.1% | +7.8% | +7.1% |
| 6M | +6.2% | +30.3% | -24.1% | -2.7% |
| YTD | +17.7% | -16.6% | +34.3% | +20.7% |
| 1Y | +32.9% | -26.1% | +59.0% | +40.3% |
| 3Y | +129.7% | +36.4% | +93.3% | +89.9% |
| 5Y | +89.3% | +95.0% | -5.7% | +33.3% |
| All | +96.3% | +979.8% | -883.5% | -2.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling